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Shepherd Financial Partners’s Moderna MRNA Stock Holding History

Shepherd 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 		$215K Buy
+3,065
New +$159K 0.02% 245

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

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

Shepherd Financial Partners opened a new position in Moderna (MRNA) in Q2 2026: 3,065 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings.

777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Shepherd Financial Partners held 3,065 shares of Moderna worth $215K as of Q2 2026.
  • Moderna was a new Shepherd Financial Partners position in Q2 2026.
  • Moderna made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #245 holding.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.