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Simplicity Wealth’s Moderna MRNA Stock Holding History

Simplicity Wealth’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 		$239K Buy
+3,419
New +$177K 0.01% 918
2024
Q3 		– Sell
-4,838
Closed -$575K – 934
2024
Q2 		$575K Buy
4,838
+1,161
+32% +$147K 0.01% 700
2024
Q1 		$392K Buy
+3,677
New +$371K 0.01% 822

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

Simplicity Wealth's MRNA Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Moderna (MRNA) in Q2 2026: 3,419 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in MRNA as recently as Q2 2024.

Simplicity Wealth first reported a position in MRNA in Q1 2024 and has held it in 3 quarters since. The position peaked at $575K in Q2 2024. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Simplicity Wealth held 3,419 shares of Moderna worth $239K as of Q2 2026.
  • Moderna was a new Simplicity Wealth position in Q2 2026.
  • Moderna made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #918 holding.
  • Simplicity Wealth first reported a position in Moderna in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Moderna position peaked at $575K in Q2 2024.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.