Lido Advisors
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Lido Advisors’s Moderna MRNA Stock Holding History

Lido Advisors’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-600
Closed -$62K – 1399
2023
Q3 		$62K Hold
600
– – ﹤0.01% 1161
2023
Q2 		$72.9K Buy
+600
New +$80K ﹤0.01% 1169
2022
Q1 		– Sell
-1,000
Closed -$253K – 1063
2021
Q4 		$253K Hold
1,000
– – ﹤0.01% 872
2021
Q3 		$384K Buy
+1,000
New +$369K 0.01% 678

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Lido Advisors's MRNA Position: Q2 2026 in Review

Lido Advisors increased its Moderna (MRNA) stake by 38% in Q2 2026, buying an estimated $236K and bringing the position to 16,522 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Lido Advisors first reported a position in MRNA in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.75M in Q1 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Lido Advisors held 16,522 shares of Moderna worth $1.16M as of Q2 2026.
  • Lido Advisors bought 4,568 Moderna shares in Q2 2026, an estimated $236K.
  • Moderna made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1027 holding.
  • Lido Advisors first reported a position in Moderna in Q2 2021 and has held it in 21 quarters since.
  • Lido Advisors's Moderna position peaked at $8.75M in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.