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Steward Partners Investment Advisory’s Moderna MRNA Stock Holding History

Steward Partners Investment Advisory’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 		$353K Buy
5,035
+1,363
+37% +$70.5K ﹤0.01% 1915
2026
Q1 		$187K Buy
3,672
+11
+0.3% +$513 ﹤0.01% 2056
2025
Q4 		$108K Buy
3,661
+128
+4% +$3.48K ﹤0.01% 2248
2025
Q3 		$91.3K Buy
3,533
+826
+31% +$23K ﹤0.01% 2285
2025
Q2 		$74.7K Buy
2,707
+92
+4% +$2.42K ﹤0.01% 2272
2025
Q1 		$74.1K Sell
2,615
-547
-17% -$19.4K ﹤0.01% 2190
2024
Q4 		$131K Sell
3,162
-1,584
-33% -$75.7K ﹤0.01% 1838
2024
Q3 		$317K Sell
4,746
-377
-7% -$34.6K ﹤0.01% 1305
2024
Q2 		$608K Sell
5,123
-1,310
-20% -$166K 0.01% 981
2024
Q1 		$686K Sell
6,433
-62
-1% -$6.25K 0.01% 928
2023
Q4 		$646K Buy
6,495
+1,258
+24% +$106K 0.01% 883
2023
Q3 		$541K Buy
5,237
+586
+13% +$65.4K 0.01% 895
2023
Q2 		$565K Sell
4,651
-1,157
-20% -$154K 0.01% 895
2023
Q1 		$892K Sell
5,808
-155
-3% -$25.6K 0.01% 736
2022
Q4 		$1.07M Sell
5,963
-293
-5% -$47.9K 0.02% 640
2022
Q3 		$740K Sell
6,256
-400
-6% -$60.7K 0.01% 727
2022
Q2 		$951K Sell
6,656
-152
-2% -$21.7K 0.02% 644
2022
Q1 		$1.17M Sell
6,808
-9,682
-59% -$1.63M 0.02% 643
2021
Q4 		$4.19M Sell
16,490
-17,799
-52% -$5.2M 0.06% 302
2021
Q3 		$13.2M Buy
34,289
+2,419
+8% +$892K 0.23% 101
2021
Q2 		$7.49M Buy
31,870
+24,439
+329% +$4.37M 0.13% 173
2021
Q1 		$973K Buy
7,431
+4,362
+142% +$632K 0.02% 659
2020
Q4 		$321K Sell
3,069
-156
-5% -$15.8K 0.01% 896
2020
Q3 		$228K Buy
3,225
+1,045
+48% +$72.9K 0.01% 897
2020
Q2 		$140K Sell
2,180
-235
-10% -$12.9K ﹤0.01% 1005
2020
Q1 		$72K Buy
2,415
+915
+61% +$21.1K ﹤0.01% 1122
2019
Q4 		$29K Hold
1,500
– – ﹤0.01% 1639
2019
Q3 		$23K Hold
1,500
– – ﹤0.01% 1679
2019
Q2 		$21K Buy
+1,500
New +$32.2K ﹤0.01% 1690

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's MRNA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Moderna (MRNA) stake by 37% in Q2 2026, buying an estimated $70.5K and bringing the position to 5,035 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Steward Partners Investment Advisory first reported a position in MRNA in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.2M in Q3 2021. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Steward Partners Investment Advisory held 5,035 shares of Moderna worth $353K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,363 Moderna shares in Q2 2026, an estimated $70.5K.
  • Moderna made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1915 holding.
  • Steward Partners Investment Advisory first reported a position in Moderna in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Moderna position peaked at $13.2M in Q3 2021.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.