VFA
MRNA icon

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

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
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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. 24 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.
  • 24 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.