PFS
MRNA icon

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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Prospera Financial Services's MRNA Position: Q2 2026 in Review

Prospera Financial Services reduced its Moderna (MRNA) stake by 96% in Q2 2026, selling an estimated $3.86M and leaving 3,053 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Prospera Financial Services first reported a position in MRNA in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.94M in Q1 2026. 107 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Prospera Financial Services held 3,053 shares of Moderna worth $214K as of Q2 2026.
  • Prospera Financial Services sold 74,569 Moderna shares in Q2 2026, an estimated $3.86M.
  • Moderna made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1374 holding.
  • Prospera Financial Services first reported a position in Moderna in Q3 2020 and has held it in 19 quarters since.
  • Prospera Financial Services's Moderna position peaked at $3.94M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.