Valued Wealth Advisors
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Valued Wealth Advisors’s Moderna MRNA Stock Holding History

Valued Wealth 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 		$578 Hold
3
– – ﹤0.01% 833
2026
Q2 		$211 Hold
3
– – ﹤0.01% 882
2026
Q1 		$153 Hold
3
– – ﹤0.01% 718
2025
Q4 		$89 Hold
3
– – ﹤0.01% 619
2025
Q3 		$78 Sell
3
-5
-63% -$139 ﹤0.01% 605
2025
Q2 		$221 Hold
8
– – ﹤0.01% 569
2025
Q1 		$227 Sell
8
-5
-38% -$177 ﹤0.01% 604
2024
Q4 		$541 Sell
13
-3
-19% -$143 ﹤0.01% 549
2024
Q3 		$1.07K Buy
16
+5
+45% +$459 ﹤0.01% 442
2024
Q2 		$1.31K Hold
11
– – ﹤0.01% 416
2024
Q1 		$1.17K Sell
11
-21
-66% -$2.12K ﹤0.01% 423
2023
Q4 		$3.31K Buy
+32
New +$2.69K ﹤0.01% 248

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Valued Wealth Advisors's MRNA Position: Q3 2026 in Review

Valued Wealth Advisors held its Moderna (MRNA) position steady in Q3 2026 at 3 shares worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Valued Wealth Advisors first reported a position in MRNA in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.31K in Q4 2023. 816 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Valued Wealth Advisors held 3 shares of Moderna worth $578 as of Q3 2026.
  • Valued Wealth Advisors left its Moderna share count unchanged in Q3 2026.
  • Moderna made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #833 holding.
  • Valued Wealth Advisors first reported a position in Moderna in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Moderna position peaked at $3.31K in Q4 2023.
  • 816 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.