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Plante Moran Financial Advisors’s Moderna MRNA Stock Holding History

Plante Moran Financial 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 		$700 Hold
10
– – ﹤0.01% 1010
2026
Q1 		$508 Hold
10
– – ﹤0.01% 682
2025
Q4 		$295 Hold
10
– – ﹤0.01% 776
2025
Q3 		$258 Sell
10
-2
-17% -$56 ﹤0.01% 759
2025
Q2 		$331 Buy
12
+2
+20% +$53 ﹤0.01% 738
2025
Q1 		$284 Hold
10
– – ﹤0.01% 766
2024
Q4 		$416 Hold
10
– – ﹤0.01% 867
2024
Q3 		$668 Hold
10
– – ﹤0.01% 802
2024
Q2 		$1.19K Hold
10
– – ﹤0.01% 720
2024
Q1 		$1.07K Hold
10
– – ﹤0.01% 786
2023
Q4 		$995 Hold
10
– – ﹤0.01% 761
2023
Q3 		$1.03K Hold
10
– – ﹤0.01% 688
2023
Q2 		$1.22K Hold
10
– – ﹤0.01% 721
2023
Q1 		$1.54K Sell
10
-100
-91% -$16.5K ﹤0.01% 720
2022
Q4 		$19.8K Sell
110
-44
-29% -$7.19K ﹤0.01% 464
2022
Q3 		$18K Buy
154
+10
+7% +$1.52K ﹤0.01% 485
2022
Q2 		$21K Sell
144
-50
-26% -$7.15K ﹤0.01% 459
2022
Q1 		$33K Buy
194
+144
+288% +$24.2K 0.01% 398
2021
Q4 		$13K Hold
50
– – ﹤0.01% 640
2021
Q3 		$19K Hold
50
– – ﹤0.01% 574
2021
Q2 		$12K Buy
50
+40
+400% +$7.15K ﹤0.01% 654
2021
Q1 		$1K Buy
+10
New +$1.45K ﹤0.01% 964

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

Plante Moran Financial Advisors's MRNA Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Moderna (MRNA) position steady in Q2 2026 at 10 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Plante Moran Financial Advisors first reported a position in MRNA in Q1 2021 and has held it in 22 quarters since. The position peaked at $33K in Q1 2022. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Plante Moran Financial Advisors held 10 shares of Moderna worth $700 as of Q2 2026.
  • Plante Moran Financial Advisors left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1010 holding.
  • Plante Moran Financial Advisors first reported a position in Moderna in Q1 2021 and has held it in 22 quarters since.
  • Plante Moran Financial Advisors's Moderna position peaked at $33K in Q1 2022.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.