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Sunbelt Securities’s Moderna MRNA Stock Holding History

Sunbelt Securities’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
Q1 		$508 Hold
10
– – ﹤0.01% 2288
2025
Q4 		$295 Hold
10
– – ﹤0.01% 2351
2025
Q3 		$258 Hold
10
– – ﹤0.01% 2374
2025
Q2 		$416 Hold
10
– – ﹤0.01% 1720
2025
Q1 		$284 Hold
10
– – ﹤0.01% 1728
2024
Q4 		$394 Sell
10
-659
-99% -$31.5K ﹤0.01% 1727
2024
Q3 		$44.7K Sell
669
-360
-35% -$33.1K ﹤0.01% 971
2024
Q2 		$122K Sell
1,029
-1,200
-54% -$152K 0.01% 691
2024
Q1 		$238K Sell
2,229
-40
-2% -$4.03K 0.03% 493
2023
Q4 		$226K Buy
2,269
+360
+19% +$30.3K 0.03% 462
2023
Q3 		$197K Buy
1,909
+500
+35% +$55.8K 0.03% 485
2023
Q2 		$171K Sell
1,409
-19
-1% -$2.54K 0.02% 502
2023
Q1 		$211K Buy
1,428
+100
+8% +$16.5K 0.03% 424
2022
Q4 		$239K Buy
+1,328
New +$217K 0.05% 392

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunbelt Securities's MRNA Position: Q1 2026 in Review

Sunbelt Securities held its Moderna (MRNA) position steady in Q1 2026 at 10 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Sunbelt Securities first reported a position in MRNA in Q4 2022 and has held it in 14 quarters since. The position peaked at $239K in Q4 2022. 725 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Sunbelt Securities held 10 shares of Moderna worth $508 as of Q1 2026.
  • Sunbelt Securities left its Moderna share count unchanged in Q1 2026.
  • Moderna made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2288 holding.
  • Sunbelt Securities first reported a position in Moderna in Q4 2022 and has held it in 14 quarters since.
  • Sunbelt Securities's Moderna position peaked at $239K in Q4 2022.
  • 725 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.