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OneDigital Investment Advisors’s Moderna MRNA Stock Holding History

OneDigital Investment 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 		$560K Buy
7,996
+100
+1% +$5.17K ﹤0.01% 994
2026
Q1 		$401K Sell
7,896
-321
-4% -$15K ﹤0.01% 1036
2025
Q4 		$242K Sell
8,217
-29
-0.4% -$788 ﹤0.01% 1334
2025
Q3 		$213K Sell
8,246
-425
-5% -$11.9K ﹤0.01% 1389
2025
Q2 		$239K Sell
8,671
-25
-0.3% -$658 ﹤0.01% 1295
2025
Q1 		$247K Buy
8,696
+785
+10% +$27.9K ﹤0.01% 1219
2024
Q4 		$329K Sell
7,911
-958
-11% -$45.8K ﹤0.01% 1086
2024
Q3 		$593K Sell
8,869
-882
-9% -$81K 0.01% 869
2024
Q2 		$1.16M Buy
9,751
+255
+3% +$32.3K 0.01% 571
2024
Q1 		$1.01M Sell
9,496
-182
-2% -$18.3K 0.02% 508
2023
Q4 		$962K Buy
9,678
+1,885
+24% +$159K 0.02% 493
2023
Q3 		$805K Sell
7,793
-250
-3% -$27.9K 0.02% 481
2023
Q2 		$977K Sell
8,043
-670
-8% -$89.4K 0.02% 418
2023
Q1 		$1.34M Buy
8,713
+610
+8% +$101K 0.03% 344
2022
Q4 		$1.46M Buy
8,103
+270
+3% +$44.1K 0.04% 296
2022
Q3 		$926K Buy
7,833
+6,247
+394% +$948K 0.03% 313
2022
Q2 		$227K Buy
1,586
+50
+3% +$7.15K 0.01% 619
2022
Q1 		$265K Buy
1,536
+401
+35% +$67.5K 0.01% 633
2021
Q4 		$288K Sell
1,135
-115
-9% -$33.6K 0.01% 611
2021
Q3 		$481K Sell
1,250
-1,267
-50% -$467K 0.02% 425
2021
Q2 		$591K Sell
2,517
-69
-3% -$12.3K 0.02% 364
2021
Q1 		$339K Buy
2,586
+144
+6% +$20.9K 0.02% 478
2020
Q4 		$255K Buy
+2,442
New +$247K 0.01% 530

Other funds holding MRNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Merck & Co Kenilworth, New Jersey $526M AUM 175.27% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OneDigital Investment Advisors's MRNA Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Moderna (MRNA) stake by 1.3% in Q2 2026, buying an estimated $5.17K and bringing the position to 7,996 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

OneDigital Investment Advisors first reported a position in MRNA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2022. 542 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • OneDigital Investment Advisors held 7,996 shares of Moderna worth $560K as of Q2 2026.
  • OneDigital Investment Advisors bought 100 Moderna shares in Q2 2026, an estimated $5.17K.
  • Moderna made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #994 holding.
  • OneDigital Investment Advisors first reported a position in Moderna in Q4 2020 and has held it in 23 quarters since.
  • OneDigital Investment Advisors's Moderna position peaked at $1.46M in Q4 2022.
  • 542 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.