Wealth Enhancement Advisory Services
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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 		$20.5K Buy
+300
New +$15.5K ﹤0.01% 4034

Other funds holding MRNA

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
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
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 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
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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

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. 225 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.
  • 225 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.