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LRI Investments’s Moderna MRNA Stock Holding History

LRI Investments’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 		$12.1K Hold
173
– – ﹤0.01% 905
2026
Q1 		$8.79K Buy
173
+160
+1,231% +$7.46K ﹤0.01% 919
2025
Q4 		$383 Hold
13
– – ﹤0.01% 1328
2025
Q3 		$336 Hold
13
– – ﹤0.01% 1283
2025
Q2 		$359 Hold
13
– – ﹤0.01% 1236
2025
Q1 		$369 Buy
13
+1
+8% +$35 ﹤0.01% 1182
2024
Q4 		$499 Hold
12
– – ﹤0.01% 1130
2024
Q3 		$477 Sell
12
-400
-97% -$36.7K ﹤0.01% 1123
2024
Q2 		$48.9K Sell
412
-750
-65% -$94.9K 0.01% 477
2024
Q1 		$124K Buy
+1,162
New +$117K 0.03% 178

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

LRI Investments's MRNA Position: Q2 2026 in Review

LRI Investments held its Moderna (MRNA) position steady in Q2 2026 at 173 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

LRI Investments first reported a position in MRNA in Q1 2024 and has held it in 10 quarters since. The position peaked at $124K in Q1 2024. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • LRI Investments held 173 shares of Moderna worth $12.1K as of Q2 2026.
  • LRI Investments left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #905 holding.
  • LRI Investments first reported a position in Moderna in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Moderna position peaked at $124K in Q1 2024.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.