VWA
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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
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 $2.3T 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

Valued Wealth Advisors's MRNA Position: Q2 2026 in Review

Valued Wealth Advisors held its Moderna (MRNA) position steady in Q2 2026 at 3 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Valued Wealth Advisors first reported a position in MRNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.31K in Q4 2023. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Valued Wealth Advisors held 3 shares of Moderna worth $211 as of Q2 2026.
  • Valued Wealth Advisors left its Moderna share count unchanged in Q2 2026.
  • Moderna made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #882 holding.
  • Valued Wealth Advisors first reported a position in Moderna in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Moderna position peaked at $3.31K in Q4 2023.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.