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New Insight Wealth Advisors’s Moderna MRNA Stock Holding History

New Insight 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 		$530K Sell
7,566
-211
-3% -$10.9K 0.16% 75
2026
Q1 		$395K Sell
7,777
-75
-1% -$3.5K 0.14% 77
2025
Q4 		$232K Sell
7,852
-1,611
-17% -$43.8K 0.08% 100
2025
Q3 		$244K Sell
9,463
-350
-4% -$9.76K 0.09% 99
2025
Q2 		$271K Sell
9,813
-210
-2% -$5.53K 0.11% 91
2025
Q1 		$284K Buy
10,023
+1,478
+17% +$52.4K 0.13% 81
2024
Q4 		$355K Buy
8,545
+358
+4% +$17.1K 0.18% 65
2024
Q3 		$547K Sell
8,187
-54
-0.7% -$4.96K 0.29% 44
2024
Q2 		$979K Sell
8,241
-551
-6% -$69.7K 0.58% 35
2024
Q1 		$937K Sell
8,792
-45
-0.5% -$4.54K 0.59% 35
2023
Q4 		$879K Buy
+8,837
New +$743K 0.59% 34

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

New Insight Wealth Advisors's MRNA Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Moderna (MRNA) stake by 2.7% in Q2 2026, selling an estimated $10.9K and leaving 7,566 shares worth $530K. The position accounts for 0.16% of the portfolio, ranked #75.

New Insight Wealth Advisors first reported a position in MRNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $979K in Q2 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • New Insight Wealth Advisors held 7,566 shares of Moderna worth $530K as of Q2 2026.
  • New Insight Wealth Advisors sold 211 Moderna shares in Q2 2026, an estimated $10.9K.
  • Moderna made up 0.16% of New Insight Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • New Insight Wealth Advisors first reported a position in Moderna in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Moderna position peaked at $979K in Q2 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.