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LifeSteps Financial’s Moderna MRNA Stock Holding History

LifeSteps Financial’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
2026
Q2 		$10.6K Buy
+152
New +$7.86K 0.01% 400
2024
Q2 		– Sell
-152
Closed -$16.2K – 283
2024
Q1 		$16.2K Buy
+152
New +$15.3K 0.01% 250

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LifeSteps Financial's MRNA Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Moderna (MRNA) in Q2 2026: 152 shares worth $10.6K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MRNA as recently as Q1 2024.

LifeSteps Financial first reported a position in MRNA in Q1 2024 and has held it in 2 quarters since. The position peaked at $16.2K in Q1 2024. 164 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • LifeSteps Financial held 152 shares of Moderna worth $10.6K as of Q2 2026.
  • Moderna was a new LifeSteps Financial position in Q2 2026.
  • Moderna made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #400 holding.
  • LifeSteps Financial first reported a position in Moderna in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Moderna position peaked at $16.2K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.