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Principia Wealth Advisory’s Moderna MRNA Stock Holding History

Principia Wealth Advisory’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 		$1.61K Sell
23
-8
-26% -$414 ﹤0.01% 645
2026
Q1 		$1.57K Buy
31
+12
+63% +$560 ﹤0.01% 580
2025
Q4 		$560 Sell
19
-5
-21% -$136 ﹤0.01% 801
2025
Q3 		$620 Buy
24
+2
+9% +$56 ﹤0.01% 753
2025
Q2 		$607 Buy
22
+11
+100% +$290 ﹤0.01% 691
2025
Q1 		$293 Buy
11
+4
+57% +$142 ﹤0.01% 704
2024
Q4 		$291 Buy
+7
New +$335 ﹤0.01% 673

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

Principia Wealth Advisory's MRNA Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Moderna (MRNA) stake by 26% in Q2 2026, selling an estimated $414 and leaving 23 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Principia Wealth Advisory first reported a position in MRNA in Q4 2024 and has held it in 7 quarters since. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Principia Wealth Advisory held 23 shares of Moderna worth $1.61K as of Q2 2026.
  • Principia Wealth Advisory sold 8 Moderna shares in Q2 2026, an estimated $414.
  • Moderna made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #645 holding.
  • Principia Wealth Advisory first reported a position in Moderna in Q4 2024 and has held it in 7 quarters since.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.