Sowell Financial Services
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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
Q3 		$622K Sell
3,231
-21
-0.6% -$2.26K 0.02% 585
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

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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

Sowell Financial Services's MRNA Position: Q3 2026 in Review

Sowell Financial Services reduced its Moderna (MRNA) stake by 0.65% in Q3 2026, selling an estimated $2.26K and leaving 3,231 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #585.

Sowell Financial Services first reported a position in MRNA in Q4 2019 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Sowell Financial Services held 3,231 shares of Moderna worth $622K as of Q3 2026.
  • Sowell Financial Services sold 21 Moderna shares in Q3 2026, an estimated $2.26K.
  • Moderna made up 0.02% of Sowell Financial Services's portfolio in Q3 2026, its #585 holding.
  • Sowell Financial Services first reported a position in Moderna in Q4 2019 and has held it in 8 quarters since.
  • 615 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.