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United Capital Financial Advisors’s Moderna MRNA Stock Holding History

United Capital Financial Advisors’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 		$916K Buy
13,077
+161
+1% +$8.33K 0.01% 833
2026
Q1 		$656K Buy
12,916
+2,542
+25% +$119K ﹤0.01% 937
2025
Q4 		$306K Sell
10,374
-1,924
-16% -$52.3K ﹤0.01% 1158
2025
Q3 		$318K Sell
12,298
-2,142
-15% -$59.8K ﹤0.01% 1003
2025
Q2 		$398K Buy
14,440
+6,299
+77% +$166K ﹤0.01% 840
2025
Q1 		$231K Sell
8,141
-918
-10% -$32.6K ﹤0.01% 966
2024
Q4 		$377K Buy
9,059
+2,972
+49% +$142K ﹤0.01% 814
2024
Q3 		$407K Sell
6,087
-4,700
-44% -$432K ﹤0.01% 786
2024
Q2 		$1.28M Buy
10,787
+883
+9% +$112K 0.01% 479
2024
Q1 		$1.06M Buy
9,904
+1,124
+13% +$113K 0.01% 546
2023
Q4 		$873K Buy
8,780
+3,052
+53% +$257K 0.01% 584
2023
Q3 		$592K Sell
5,728
-1,940
-25% -$216K ﹤0.01% 609
2023
Q2 		$932K Sell
7,668
-1,800
-19% -$240K 0.01% 567
2023
Q1 		$1.45M Sell
9,468
-2,359
-20% -$389K 0.01% 502
2022
Q4 		$2.12M Buy
11,827
+267
+2% +$43.7K 0.01% 467
2022
Q3 		$1.37M Buy
11,560
+680
+6% +$103K 0.01% 544
2022
Q2 		$1.55M Sell
10,880
-376
-3% -$53.7K 0.01% 545
2022
Q1 		$1.94M Sell
11,256
-581
-5% -$97.8K 0.01% 520
2021
Q4 		$3.01M Sell
11,837
-204
-2% -$59.6K 0.01% 460
2021
Q3 		$4.63M Buy
12,041
+188
+2% +$69.3K 0.02% 385
2021
Q2 		$2.79M Buy
11,853
+143
+1% +$25.6K 0.01% 478
2021
Q1 		$1.53M Sell
11,710
-176
-1% -$25.5K 0.01% 563
2020
Q4 		$1.24M Buy
11,886
+1,942
+20% +$196K 0.01% 621
2020
Q3 		$704K Buy
9,944
+4,671
+89% +$326K ﹤0.01% 748
2020
Q2 		$339K Buy
+5,273
New +$289K ﹤0.01% 975

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

United Capital Financial Advisors's MRNA Position: Q2 2026 in Review

United Capital Financial Advisors increased its Moderna (MRNA) stake by 1.2% in Q2 2026, buying an estimated $8.33K and bringing the position to 13,077 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #833.

United Capital Financial Advisors first reported a position in MRNA in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.63M in Q3 2021. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • United Capital Financial Advisors held 13,077 shares of Moderna worth $916K as of Q2 2026.
  • United Capital Financial Advisors bought 161 Moderna shares in Q2 2026, an estimated $8.33K.
  • Moderna made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #833 holding.
  • United Capital Financial Advisors first reported a position in Moderna in Q2 2020 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Moderna position peaked at $4.63M in Q3 2021.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.