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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Insight Wealth Advisors's MRNA Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Moderna (MRNA) stake by 0.96% in Q1 2026, selling an estimated $3.5K and leaving 7,777 shares worth $395K. The position accounts for 0.14% of the portfolio, ranked #77.

New Insight Wealth Advisors first reported a position in MRNA in Q4 2023 and has held it in 10 quarters since. The position peaked at $979K in Q2 2024. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

New Insight Wealth Advisors held 7,777 shares of Moderna worth $395K as of Q1 2026.
New Insight Wealth Advisors sold 75 Moderna shares in Q1 2026, an estimated $3.5K.
Moderna made up 0.14% of New Insight Wealth Advisors's portfolio in Q1 2026, its #77 holding.
New Insight Wealth Advisors first reported a position in Moderna in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Moderna position peaked at $979K in Q2 2024.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.