Stifel Financial
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Stifel Financial’s Moderna MRNA Stock Holding History

Stifel Financial’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 		$3.36M Sell
47,962
-355
-0.7% -$18.4K ﹤0.01% 1682
2026
Q1 		$2.45M Sell
48,317
-8,936
-16% -$417K ﹤0.01% 1810
2025
Q4 		$1.69M Buy
57,253
+42,604
+291% +$1.16M ﹤0.01% 2050
2025
Q3 		$378K Sell
14,649
-13,116
-47% -$366K ﹤0.01% 2974
2025
Q2 		$766K Buy
27,765
+4,882
+21% +$129K ﹤0.01% 2512
2025
Q1 		$649K Buy
22,883
+1,224
+6% +$43.4K ﹤0.01% 2512
2024
Q4 		$901K Sell
21,659
-20,258
-48% -$968K ﹤0.01% 2313
2024
Q3 		$2.8M Sell
41,917
-20,062
-32% -$1.84M ﹤0.01% 1564
2024
Q2 		$7.36M Sell
61,979
-19,261
-24% -$2.44M 0.01% 939
2024
Q1 		$8.66M Buy
81,240
+13,667
+20% +$1.38M 0.01% 871
2023
Q4 		$6.72M Sell
67,573
-8,298
-11% -$698K 0.01% 953
2023
Q3 		$7.84M Buy
75,871
+12,099
+19% +$1.35M 0.01% 818
2023
Q2 		$7.75M Sell
63,772
-3,380
-5% -$451K 0.01% 823
2023
Q1 		$10.3M Sell
67,152
-2,167
-3% -$357K 0.01% 677
2022
Q4 		$12.5M Buy
69,319
+8,756
+14% +$1.43M 0.02% 592
2022
Q3 		$7.16M Sell
60,563
-5,472
-8% -$830K 0.01% 773
2022
Q2 		$9.43M Sell
66,035
-3,069
-4% -$439K 0.01% 675
2022
Q1 		$11.9M Buy
69,104
+14,475
+26% +$2.44M 0.02% 649
2021
Q4 		$13.9M Sell
54,629
-12,238
-18% -$3.58M 0.02% 612
2021
Q3 		$25.7M Sell
66,867
-4,290
-6% -$1.58M 0.04% 403
2021
Q2 		$16.7M Buy
71,157
+10,469
+17% +$1.87M 0.03% 521
2021
Q1 		$7.95M Buy
60,688
+7,019
+13% +$1.02M 0.01% 752
2020
Q4 		$5.61M Sell
53,669
-5,278
-9% -$534K 0.01% 831
2020
Q3 		$4.17M Buy
58,947
+38,400
+187% +$2.68M 0.01% 857
2020
Q2 		$1.32M Buy
20,547
+8,853
+76% +$485K ﹤0.01% 1382
2020
Q1 		$350K Buy
+11,694
New +$269K ﹤0.01% 2090

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

Stifel Financial's MRNA Position: Q2 2026 in Review

Stifel Financial reduced its Moderna (MRNA) stake by 0.73% in Q2 2026, selling an estimated $18.4K and leaving 47,962 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Stifel Financial first reported a position in MRNA in Q1 2020 and has held it in 26 quarters since. The position peaked at $25.7M in Q3 2021. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Stifel Financial held 47,962 shares of Moderna worth $3.36M as of Q2 2026.
  • Stifel Financial sold 355 Moderna shares in Q2 2026, an estimated $18.4K.
  • Moderna made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1682 holding.
  • Stifel Financial first reported a position in Moderna in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's Moderna position peaked at $25.7M in Q3 2021.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.