SFA
MRNA icon

Sequoia Financial Advisors’s Moderna MRNA Stock Holding History

Sequoia Financial Advisors’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 		$474K Sell
6,776
-484
-7% -$25K ﹤0.01% 1376
2026
Q1 		$369K Buy
+7,260
New +$339K ﹤0.01% 1439
2024
Q4 		– Sell
-7,406
Closed -$495K – 1392
2024
Q3 		$495K Sell
7,406
-1,316
-15% -$121K 0.01% 749
2024
Q2 		$1.04M Buy
8,722
+575
+7% +$72.8K 0.01% 473
2024
Q1 		$868K Buy
8,147
+923
+13% +$93K 0.01% 509
2023
Q4 		$718K Buy
7,224
+2,474
+52% +$208K 0.01% 629
2023
Q3 		$491K Buy
4,750
+218
+5% +$24.3K 0.01% 531
2023
Q2 		$551K Buy
4,532
+65
+1% +$8.67K 0.01% 500
2023
Q1 		$686K Sell
4,467
-191
-4% -$31.5K 0.02% 387
2022
Q4 		$837K Buy
4,658
+1,902
+69% +$311K 0.02% 329
2022
Q3 		$326K Sell
2,756
-406
-13% -$61.6K 0.01% 370
2022
Q2 		$452K Buy
3,162
+12
+0.4% +$1.72K 0.01% 343
2022
Q1 		$543K Buy
3,150
+523
+20% +$88K 0.01% 341
2021
Q4 		$667K Buy
+2,627
New +$768K 0.02% 282
2021
Q3 		– Sell
-1,112
Closed -$261K – 381
2021
Q2 		$261K Buy
+1,112
New +$199K 0.01% 404

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

Sequoia Financial Advisors's MRNA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Moderna (MRNA) stake by 6.7% in Q2 2026, selling an estimated $25K and leaving 6,776 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Sequoia Financial Advisors first reported a position in MRNA in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.04M in Q2 2024. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Sequoia Financial Advisors held 6,776 shares of Moderna worth $474K as of Q2 2026.
  • Sequoia Financial Advisors sold 484 Moderna shares in Q2 2026, an estimated $25K.
  • Moderna made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1376 holding.
  • Sequoia Financial Advisors first reported a position in Moderna in Q2 2021 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Moderna position peaked at $1.04M in Q2 2024.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.