N.E.W. Advisory Services’s Moderna MRNA Stock Holding History

N.E.W. Advisory Services’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	$840	Hold	12	–	–	﹤0.01%	937
2026 Q1	$610	Buy	+12	New	+$560	﹤0.01%	903

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

N.E.W. Advisory Services's MRNA Position: Q2 2026 in Review

N.E.W. Advisory Services held its Moderna (MRNA) position steady in Q2 2026 at 12 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #937.

N.E.W. Advisory Services first reported a position in MRNA in Q1 2026 and has held it in 2 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

N.E.W. Advisory Services held 12 shares of Moderna worth $840 as of Q2 2026.
N.E.W. Advisory Services left its Moderna share count unchanged in Q2 2026.
Moderna made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #937 holding.
N.E.W. Advisory Services first reported a position in Moderna in Q1 2026 and has held it in 2 quarters since.
782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.