Summit Financial’s Moderna MRNA Stock Holding History

Summit 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	$492K	Buy	7,023 +2,589	+58%	+$134K	0.01%	1101
2026 Q1	$225K	Buy	+4,434	New	+$207K	﹤0.01%	1304

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Summit Financial's MRNA Position: Q2 2026 in Review

Summit Financial increased its Moderna (MRNA) stake by 58% in Q2 2026, buying an estimated $134K and bringing the position to 7,023 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #1101.

Summit Financial first reported a position in MRNA in Q1 2026 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Summit Financial held 7,023 shares of Moderna worth $492K as of Q2 2026.
Summit Financial bought 2,589 Moderna shares in Q2 2026, an estimated $134K.
Moderna made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1101 holding.
Summit Financial first reported a position in Moderna in Q1 2026 and has held it in 2 quarters since.
783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

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