Toth Financial Advisory’s Moderna MRNA Stock Holding History

Toth Financial 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	$158K	Buy	2,260 +1,925	+575%	+$99.6K	0.02%	250
2026 Q1	$17K	Buy	335 +300	+857%	+$14K	﹤0.01%	501
2025 Q4	$1.03K	Hold	35	–	–	﹤0.01%	782
2025 Q3	$905	Sell	35 -134	-79%	-$3.74K	﹤0.01%	743
2025 Q2	$4.66K	Buy	169 +34	+25%	+$895	﹤0.01%	568
2025 Q1	$3.83K	Hold	135	–	–	﹤0.01%	544
2024 Q4	$5.61K	Hold	135	–	–	﹤0.01%	502
2024 Q3	$9.02K	Hold	135	–	–	﹤0.01%	462
2024 Q2	$16K	Hold	135	–	–	﹤0.01%	420
2024 Q1	$14.4K	Hold	135	–	–	﹤0.01%	419
2023 Q4	$13.4K	Hold	135	–	–	﹤0.01%	425
2023 Q3	$13.9K	Hold	135	–	–	﹤0.01%	414
2023 Q2	$16.4K	Hold	135	–	–	﹤0.01%	415
2023 Q1	$20.7K	Sell	135 -117	-46%	-$19.3K	﹤0.01%	379
2022 Q4	$45.3K	Hold	252	–	–	0.01%	286
2022 Q3	$30K	Hold	252	–	–	0.01%	332
2022 Q2	$36K	Sell	252 -70	-22%	-$10K	0.01%	304
2022 Q1	$55K	Buy	322 +12	+4%	+$2.02K	0.01%	278
2021 Q4	$79K	Hold	310	–	–	0.01%	261
2021 Q3	$119K	Sell	310 -77	-20%	-$28.4K	0.02%	229
2021 Q2	$91K	Sell	387 -190	-33%	-$34K	0.01%	229
2021 Q1	$76K	Buy	577 +377	+189%	+$54.6K	0.01%	257
2020 Q4	$21K	Hold	200	–	–	﹤0.01%	338
2020 Q3	$14K	Hold	200	–	–	﹤0.01%	350
2020 Q2	$13K	Buy	+200	New	+$11K	﹤0.01%	329

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

Toth Financial Advisory's MRNA Position: Q2 2026 in Review

Toth Financial Advisory increased its Moderna (MRNA) stake by 575% in Q2 2026, buying an estimated $99.6K and bringing the position to 2,260 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #250.

Toth Financial Advisory first reported a position in MRNA in Q2 2020 and has held it in 25 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

Toth Financial Advisory held 2,260 shares of Moderna worth $158K as of Q2 2026.
Toth Financial Advisory bought 1,925 Moderna shares in Q2 2026, an estimated $99.6K.
Moderna made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #250 holding.
Toth Financial Advisory first reported a position in Moderna in Q2 2020 and has held it in 25 quarters since.
782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.