Root Financial Partners
MRNA icon

Root Financial Partners’s Moderna MRNA Stock Holding History

Root Financial Partners’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 		$232K Buy
+1,207
New +$130K 0.01% 389
2026
Q2 		– Sell
-439
Closed -$22.3K – 2111
2026
Q1 		$22.3K Buy
439
+344
+362% +$16K ﹤0.01% 1258
2025
Q4 		$2.8K Sell
95
-77
-45% -$2.09K ﹤0.01% 1921
2025
Q3 		$4.44K Buy
+172
New +$4.8K ﹤0.01% 1772

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Root Financial Partners's MRNA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Moderna (MRNA) in Q3 2026: 1,207 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MRNA as recently as Q1 2026.

Root Financial Partners first reported a position in MRNA in Q3 2025 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Root Financial Partners held 1,207 shares of Moderna worth $232K as of Q3 2026.
  • Moderna was a new Root Financial Partners position in Q3 2026.
  • Moderna made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #389 holding.
  • Root Financial Partners first reported a position in Moderna in Q3 2025 and has held it in 4 quarters since.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.