Prospera Financial Services
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Prospera Financial Services’s Moderna MRNA Stock Holding History

Prospera Financial Services’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
Q3 		$4.53M Buy
20,424
+17,371
+569% +$1.87M 0.06% 351
2026
Q2 		$214K Sell
3,053
-74,569
-96% -$3.86M ﹤0.01% 1374
2026
Q1 		$3.94M Buy
+77,622
New +$3.62M 0.06% 317
2024
Q4 		– Sell
-3,083
Closed -$206K – 1168
2024
Q3 		$206K Sell
3,083
-13,673
-82% -$1.26M 0.01% 1071
2024
Q2 		$1.99M Buy
16,756
+13,093
+357% +$1.66M 0.06% 338
2024
Q1 		$390K Buy
3,663
+28
+0.8% +$2.82K 0.01% 796
2023
Q4 		$362K Sell
3,635
-829
-19% -$69.7K 0.01% 772
2023
Q3 		$461K Sell
4,464
-777
-15% -$86.7K 0.02% 643
2023
Q2 		$637K Sell
5,241
-863
-14% -$115K 0.02% 543
2023
Q1 		$937K Sell
6,104
-7,509
-55% -$1.24M 0.04% 452
2022
Q4 		$2.45M Buy
13,613
+8,214
+152% +$1.34M 0.12% 198
2022
Q3 		$639K Buy
5,399
+3,113
+136% +$472K 0.03% 464
2022
Q2 		$327K Sell
2,286
-523
-19% -$74.8K 0.02% 610
2022
Q1 		$484K Buy
2,809
+106
+4% +$17.8K 0.02% 606
2021
Q4 		$687K Sell
2,703
-3,230
-54% -$944K 0.03% 487
2021
Q3 		$2.28M Buy
5,933
+384
+7% +$142K 0.11% 218
2021
Q2 		$1.3M Buy
5,549
+1,426
+35% +$255K 0.07% 327
2021
Q1 		$539K Buy
4,123
+145
+4% +$21K 0.03% 471
2020
Q4 		$415K Buy
3,978
+3,803
+2,173% +$385K 0.03% 452
2020
Q3 		$12K Buy
+175
New +$12.2K ﹤0.01% 1063

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Prospera Financial Services's MRNA Position: Q3 2026 in Review

Prospera Financial Services increased its Moderna (MRNA) stake by 569% in Q3 2026, buying an estimated $1.87M and bringing the position to 20,424 shares worth $4.53M. The position accounts for 0.06% of the portfolio, ranked #351.

Prospera Financial Services first reported a position in MRNA in Q3 2020 and has held it in 20 quarters since. 633 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Prospera Financial Services held 20,424 shares of Moderna worth $4.53M as of Q3 2026.
  • Prospera Financial Services bought 17,371 Moderna shares in Q3 2026, an estimated $1.87M.
  • Moderna made up 0.06% of Prospera Financial Services's portfolio in Q3 2026, its #351 holding.
  • Prospera Financial Services first reported a position in Moderna in Q3 2020 and has held it in 20 quarters since.
  • 633 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.