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Waverly Advisors’s Moderna MRNA Stock Holding History

Waverly 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 		$243K Buy
+3,466
New +$179K ﹤0.01% 1534

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

Waverly Advisors's MRNA Position: Q2 2026 in Review

Waverly Advisors opened a new position in Moderna (MRNA) in Q2 2026: 3,466 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings.

777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Waverly Advisors held 3,466 shares of Moderna worth $243K as of Q2 2026.
  • Moderna was a new Waverly Advisors position in Q2 2026.
  • Moderna made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1534 holding.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.