MWA
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Medallion Wealth Advisors’s Moderna MRNA Stock Holding History

Medallion Wealth 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
2026
Q1 		$26.7K Hold
525
– – 0.01% 595
2025
Q4 		$15.5K Hold
525
– – 0.01% 685
2025
Q3 		$13.6K Hold
525
– – ﹤0.01% 705
2025
Q2 		$14.5K Sell
525
-65
-11% -$1.71K 0.01% 682
2025
Q1 		$16.6K Buy
590
+27
+5% +$958 0.01% 603
2024
Q4 		$16.5K Buy
+563
New +$26.9K 0.01% 592

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

Medallion Wealth Advisors's MRNA Position: Q1 2026 in Review

Medallion Wealth Advisors held its Moderna (MRNA) position steady in Q1 2026 at 525 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #595.

Medallion Wealth Advisors first reported a position in MRNA in Q4 2024 and has held it in 6 quarters since. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Medallion Wealth Advisors held 525 shares of Moderna worth $26.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Moderna share count unchanged in Q1 2026.
  • Moderna made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #595 holding.
  • Medallion Wealth Advisors first reported a position in Moderna in Q4 2024 and has held it in 6 quarters since.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.