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Valeo Financial Advisors’s Moderna MRNA Stock Holding History

Valeo 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
Q3 		$1.57M Buy
8,147
+735
+10% +$79.2K 0.03% 226
2026
Q2 		$519K Buy
7,412
+95
+1% +$4.92K 0.01% 440
2026
Q1 		$372K Sell
7,317
-535
-7% -$25K 0.01% 477
2025
Q4 		$232K Buy
+7,852
New +$213K 0.01% 708
2024
Q4 		– Sell
-3,014
Closed -$201K – 773
2024
Q3 		$201K Sell
3,014
-53
-2% -$4.87K 0.01% 657
2024
Q2 		$364K Sell
3,067
-239
-7% -$30.2K 0.01% 468
2024
Q1 		$360K Sell
3,306
-1,251
-27% -$126K 0.01% 453
2023
Q4 		$453K Sell
4,557
-116
-2% -$9.76K 0.02% 391
2023
Q3 		$483K Buy
4,673
+854
+22% +$95.3K 0.02% 341
2023
Q2 		$464K Buy
3,819
+324
+9% +$43.2K 0.02% 340
2023
Q1 		$537K Sell
3,495
-118
-3% -$19.5K 0.03% 320
2022
Q4 		$649K Buy
3,613
+1,036
+40% +$169K 0.04% 238
2022
Q3 		$305K Sell
2,577
-155
-6% -$23.5K 0.02% 339
2022
Q2 		$390K Buy
2,732
+674
+33% +$96.3K 0.02% 292
2022
Q1 		$355K Buy
2,058
+621
+43% +$105K 0.02% 409
2021
Q4 		$365K Buy
1,437
+110
+8% +$32.2K 0.02% 375
2021
Q3 		$511K Buy
1,327
+51
+4% +$18.8K 0.03% 296
2021
Q2 		$300K Sell
1,276
-450
-26% -$80.4K 0.02% 353
2021
Q1 		$226K Buy
1,726
+481
+39% +$69.7K 0.01% 416
2020
Q4 		$130K Sell
1,245
-916
-42% -$92.7K 0.01% 508
2020
Q3 		$153K Sell
2,161
-54
-2% -$3.77K 0.01% 375
2020
Q2 		$142K Buy
2,215
+415
+23% +$22.7K 0.01% 396
2020
Q1 		$57K Buy
1,800
+1,100
+157% +$25.3K 0.01% 557
2019
Q4 		$14K Hold
700
– – ﹤0.01% 1007
2019
Q3 		$11K Hold
700
– – ﹤0.01% 1011
2019
Q2 		$10K Hold
700
– – ﹤0.01% 1026
2019
Q1 		$14K Buy
+700
New +$13K ﹤0.01% 871

Other funds holding MRNA

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's MRNA Position: Q3 2026 in Review

Valeo Financial Advisors increased its Moderna (MRNA) stake by 9.9% in Q3 2026, buying an estimated $79.2K and bringing the position to 8,147 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #226.

Valeo Financial Advisors first reported a position in MRNA in Q1 2019 and has held it in 27 quarters since. 21 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Valeo Financial Advisors held 8,147 shares of Moderna worth $1.57M as of Q3 2026.
  • Valeo Financial Advisors bought 735 Moderna shares in Q3 2026, an estimated $79.2K.
  • Moderna made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #226 holding.
  • Valeo Financial Advisors first reported a position in Moderna in Q1 2019 and has held it in 27 quarters since.
  • 21 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.