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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
Q2 		$12.1K Sell
173
-352
-67% -$18.2K ﹤0.01% 711
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 $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

Medallion Wealth Advisors's MRNA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Moderna (MRNA) stake by 67% in Q2 2026, selling an estimated $18.2K and leaving 173 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Medallion Wealth Advisors first reported a position in MRNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.7K in Q1 2026. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Medallion Wealth Advisors held 173 shares of Moderna worth $12.1K as of Q2 2026.
  • Medallion Wealth Advisors sold 352 Moderna shares in Q2 2026, an estimated $18.2K.
  • Moderna made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #711 holding.
  • Medallion Wealth Advisors first reported a position in Moderna in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Moderna position peaked at $26.7K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.