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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
2024
Q1 		– Sell
-200
Closed -$20 – 692
2023
Q4 		$20 Buy
+200
New +$16.8K ﹤0.01% 660

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valeo Financial Advisors's MRNA Position: Q2 2026 in Review

Valeo Financial Advisors increased its Moderna (MRNA) stake by 1.3% in Q2 2026, buying an estimated $4.92K and bringing the position to 7,412 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #440.

Valeo Financial Advisors first reported a position in MRNA in Q1 2019 and has held it in 26 quarters since. The position peaked at $649K in Q4 2022. 364 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Valeo Financial Advisors held 7,412 shares of Moderna worth $519K as of Q2 2026.
  • Valeo Financial Advisors bought 95 Moderna shares in Q2 2026, an estimated $4.92K.
  • Moderna made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #440 holding.
  • Valeo Financial Advisors first reported a position in Moderna in Q1 2019 and has held it in 26 quarters since.
  • Valeo Financial Advisors's Moderna position peaked at $649K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.