Wealth Enhancement Advisory Services
MRNA icon

Wealth Enhancement Advisory Services’s Moderna MRNA Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.19M Buy
17,411
+6,611
+61% +$342K ﹤0.01% 1951
2026
Q1 		$531K Sell
10,800
-3,610
-25% -$168K ﹤0.01% 2272
2025
Q4 		$514K Sell
14,410
-1,009
-7% -$27.4K ﹤0.01% 2456
2025
Q3 		$422K Buy
15,419
+33
+0.2% +$921 ﹤0.01% 2494
2025
Q2 		$469K Buy
15,386
+3,008
+24% +$79.2K ﹤0.01% 2273
2025
Q1 		$351K Sell
12,378
-1,053
-8% -$37.4K ﹤0.01% 2324
2024
Q4 		$558K Buy
13,431
+5,078
+61% +$243K ﹤0.01% 1912
2024
Q3 		$558K Sell
8,353
-3,541
-30% -$325K ﹤0.01% 1757
2024
Q2 		$1.41M Buy
11,894
+914
+8% +$116K ﹤0.01% 1135
2024
Q1 		$1.17M Sell
10,980
-1,473
-12% -$148K ﹤0.01% 1163
2023
Q4 		$1.24M Sell
12,453
-2,693
-18% -$227K ﹤0.01% 1079
2023
Q3 		$1.56M Sell
15,146
-2,263
-13% -$252K 0.01% 946
2023
Q2 		$2.12M Buy
17,409
+373
+2% +$49.8K 0.02% 195
2023
Q1 		$2.62M Buy
+17,036
New +$2.81M 0.03% 185

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's MRNA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Moderna (MRNA) stake by 61% in Q2 2026, buying an estimated $342K and bringing the position to 17,411 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Wealth Enhancement Advisory Services first reported a position in MRNA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.62M in Q1 2023. 166 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,411 shares of Moderna worth $1.19M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,611 Moderna shares in Q2 2026, an estimated $342K.
  • Moderna made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1951 holding.
  • Wealth Enhancement Advisory Services first reported a position in Moderna in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Moderna position peaked at $2.62M in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.