MSFP
MRNA icon

Mark Sheptoff Financial Planning’s Moderna MRNA Stock Holding History

Mark Sheptoff Financial Planning’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 		$700 Hold
10
– – ﹤0.01% 498
2026
Q1 		$467 Hold
10
– – ﹤0.01% 496
2025
Q4 		$295 Hold
10
– – ﹤0.01% 498
2025
Q3 		$258 Hold
10
– – ﹤0.01% 471
2025
Q2 		$276 Hold
10
– – ﹤0.01% 504
2025
Q1 		$284 Hold
10
– – ﹤0.01% 433
2024
Q4 		$416 Sell
10
-200
-95% -$9.56K ﹤0.01% 419
2024
Q3 		$14K Buy
210
+200
+2,000% +$18.4K 0.01% 278
2024
Q2 		$1.19K Hold
10
– – ﹤0.01% 403
2024
Q1 		$1.07K Buy
+10
New +$1.01K ﹤0.01% 373
2023
Q3 		– Sell
-100
Closed -$12.2K – 398
2023
Q2 		$12.2K Hold
100
– – 0.01% 263
2023
Q1 		$15.4K Hold
100
– – 0.01% 232
2022
Q4 		$18K Buy
+100
New +$16.4K 0.01% 226
2022
Q1 		– Sell
-25
Closed -$6K – 469
2021
Q4 		$6K Sell
25
-125
-83% -$36.5K ﹤0.01% 358
2021
Q3 		$58K Sell
150
-100
-40% -$36.9K 0.03% 166
2021
Q2 		$59K Buy
+250
New +$44.7K 0.03% 168
2021
Q1 		– Sell
-25
Closed -$3K – 388
2020
Q4 		$3K Buy
+25
New +$2.53K ﹤0.01% 318

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

Mark Sheptoff Financial Planning's MRNA Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Moderna (MRNA) position steady in Q2 2026 at 10 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Mark Sheptoff Financial Planning first reported a position in MRNA in Q4 2020 and has held it in 17 quarters since. The position peaked at $59K in Q2 2021. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Mark Sheptoff Financial Planning held 10 shares of Moderna worth $700 as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #498 holding.
  • Mark Sheptoff Financial Planning first reported a position in Moderna in Q4 2020 and has held it in 17 quarters since.
  • Mark Sheptoff Financial Planning's Moderna position peaked at $59K in Q2 2021.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.