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Physician Wealth Advisors’s Moderna MRNA Stock Holding History

Physician 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 		$57.3K Sell
818
-4
-0.5% -$207 0.01% 406
2026
Q1 		$41.8K Hold
822
– – 0.01% 435
2025
Q4 		$24.2K Hold
822
– – ﹤0.01% 541
2025
Q3 		$21.2K Buy
822
+89
+12% +$2.48K ﹤0.01% 565
2025
Q2 		$20.2K Hold
733
– – ﹤0.01% 514
2025
Q1 		$20.8K Buy
733
+285
+64% +$10.1K ﹤0.01% 476
2024
Q4 		$18.6K Buy
+448
New +$21.4K ﹤0.01% 523

Other funds holding MRNA

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Moderna (MRNA) stake by 0.49% in Q2 2026, selling an estimated $207 and leaving 818 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #406.

Physician Wealth Advisors first reported a position in MRNA in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Physician Wealth Advisors held 818 shares of Moderna worth $57.3K as of Q2 2026.
  • Physician Wealth Advisors sold 4 Moderna shares in Q2 2026, an estimated $207.
  • Moderna made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #406 holding.
  • Physician Wealth Advisors first reported a position in Moderna in Q4 2024 and has held it in 7 quarters since.
  • 299 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.