SOA Wealth Advisors
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SOA Wealth Advisors’s Moderna MRNA Stock Holding History

SOA Wealth 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
Q3 		$3.27K Hold
17
– – ﹤0.01% 704
2026
Q2 		$1.19K Hold
17
– – ﹤0.01% 793
2026
Q1 		$864 Hold
17
– – ﹤0.01% 756
2025
Q4 		$501 Sell
17
-129
-88% -$3.5K ﹤0.01% 781
2025
Q3 		$3.77K Sell
146
-38
-21% -$1.06K ﹤0.01% 687
2025
Q2 		$5.08K Sell
184
-11
-6% -$290 ﹤0.01% 654
2025
Q1 		$5.53K Hold
195
– – ﹤0.01% 626
2024
Q4 		$8.11K Sell
195
-71
-27% -$3.39K ﹤0.01% 570
2024
Q3 		$17.8K Hold
266
– – ﹤0.01% 461
2024
Q2 		$31.6K Sell
266
-5
-2% -$633 0.01% 373
2024
Q1 		$28.9K Hold
271
– – 0.01% 383
2023
Q4 		$27K Sell
271
-5
-2% -$421 0.01% 377
2023
Q3 		$28.5K Hold
276
– – 0.01% 355
2023
Q2 		$33.5K Hold
276
– – 0.01% 343
2023
Q1 		$42.4K Sell
276
-9
-3% -$1.48K 0.01% 305
2022
Q4 		$51.2K Sell
285
-11
-4% -$1.8K 0.01% 280
2022
Q3 		$35K Hold
296
– – 0.01% 305
2022
Q2 		$42K Sell
296
-32
-10% -$4.57K 0.01% 284
2022
Q1 		$56K Hold
328
– – 0.01% 292
2021
Q4 		$82K Sell
328
-193
-37% -$56.4K 0.02% 244
2021
Q3 		$200K Buy
521
+411
+374% +$152K 0.05% 154
2021
Q2 		$25K Sell
110
-12,646
-99% -$2.26M 0.01% 418
2021
Q1 		$1.67M Buy
12,756
+12,346
+3,011% +$1.79M 0.47% 48
2020
Q4 		$73K Buy
+410
New +$41.5K 0.02% 223

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

SOA Wealth Advisors's MRNA Position: Q3 2026 in Review

SOA Wealth Advisors held its Moderna (MRNA) position steady in Q3 2026 at 17 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

SOA Wealth Advisors first reported a position in MRNA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q1 2021. 633 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • SOA Wealth Advisors held 17 shares of Moderna worth $3.27K as of Q3 2026.
  • SOA Wealth Advisors left its Moderna share count unchanged in Q3 2026.
  • Moderna made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #704 holding.
  • SOA Wealth Advisors first reported a position in Moderna in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Moderna position peaked at $1.67M in Q1 2021.
  • 633 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.