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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
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 $2.3T 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

Root Financial Partners's MRNA Position: Q2 2026 in Review

Root Financial Partners sold out of Moderna (MRNA) in Q2 2026, closing a stake of 439 shares — an estimated $22.3K sold.

Root Financial Partners first reported a position in MRNA in Q3 2025 and held it in 3 quarters. The position peaked at $22.3K in Q1 2026. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Root Financial Partners reported no remaining Moderna position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 439 Moderna shares in Q2 2026, an estimated $22.3K.
  • Root Financial Partners first reported a position in Moderna in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Moderna position peaked at $22.3K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.