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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's MRNA Position: Q1 2026 in Review

Lido Advisors reduced its Moderna (MRNA) stake by 25% in Q1 2026, selling an estimated $183K and leaving 11,954 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Lido Advisors first reported a position in MRNA in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.75M in Q1 2024. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Lido Advisors held 11,954 shares of Moderna worth $607K as of Q1 2026.
  • Lido Advisors sold 3,916 Moderna shares in Q1 2026, an estimated $183K.
  • Moderna made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1195 holding.
  • Lido Advisors first reported a position in Moderna in Q2 2021 and has held it in 20 quarters since.
  • Lido Advisors's Moderna position peaked at $8.75M in Q1 2024.
  • 722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.