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Sowell Financial Services’s Moderna MRNA Stock Holding History

Sowell Financial Services’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 		$228K Buy
+3,252
New +$168K 0.01% 1003
2021
Q2 		– Sell
-2,178
Closed -$350K – 1891
2021
Q1 		$350K Sell
2,178
-508
-19% -$73.6K 0.01% 775
2020
Q4 		$281K Sell
2,686
-104
-4% -$10.5K 0.01% 721
2020
Q3 		$197K Buy
2,790
+655
+31% +$45.7K 0.01% 733
2020
Q2 		$137K Buy
2,135
+49
+2% +$2.68K 0.01% 864
2020
Q1 		$62K Sell
2,086
-1,466
-41% -$33.7K ﹤0.01% 979
2019
Q4 		$69K Buy
+3,552
New +$63K 0.01% 1035

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

Sowell Financial Services's MRNA Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Moderna (MRNA) in Q2 2026: 3,252 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in MRNA as recently as Q1 2021.

Sowell Financial Services first reported a position in MRNA in Q4 2019 and has held it in 7 quarters since. The position peaked at $350K in Q1 2021. 780 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Sowell Financial Services held 3,252 shares of Moderna worth $228K as of Q2 2026.
  • Moderna was a new Sowell Financial Services position in Q2 2026.
  • Moderna made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1003 holding.
  • Sowell Financial Services first reported a position in Moderna in Q4 2019 and has held it in 7 quarters since.
  • Sowell Financial Services's Moderna position peaked at $350K in Q1 2021.
  • 780 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.