LPL Financial
MRNA icon

LPL Financial’s Moderna MRNA Stock Holding History

LPL 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
2024
Q4 		– Sell
-3,700
Closed -$247K – 5392
2024
Q3 		$247K Buy
+3,700
New +$340K ﹤0.01% 4587

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

LPL Financial's MRNA Position: Q1 2026 in Review

LPL Financial reduced its Moderna (MRNA) stake by 21% in Q1 2026, selling an estimated $2.15M and leaving 178,040 shares worth $9.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

LPL Financial first reported a position in MRNA in Q1 2020 and has held it in 25 quarters since. The position peaked at $57.8M in Q3 2021. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • LPL Financial held 178,040 shares of Moderna worth $9.04M as of Q1 2026.
  • LPL Financial sold 46,119 Moderna shares in Q1 2026, an estimated $2.15M.
  • Moderna made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2071 holding.
  • LPL Financial first reported a position in Moderna in Q1 2020 and has held it in 25 quarters since.
  • LPL Financial's Moderna position peaked at $57.8M in Q3 2021.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.