GoalVest Advisory »

Moderna shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moderna by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9k 57 50.81
2025-12-31 $5.2k 175 29.49
2023-09-30 $13k 123 103.29
2023-06-30 $15k 123 121.50
2023-03-31 $19k 123 153.58
2022-12-31 $22k 123 179.62

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
State Street Spdr Nyse Technology Etf Etf (XNTK)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Europe Etf Etf (VGK)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Spear Alpha Etf Etf (SPRX)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for GoalVest Advisory

Top funds holding Moderna

Vanguard Group
BlackRock
FMR
Vanguard Capital Management
Baillie Gifford & Co
Capital World Investors
Susquehanna International
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Two Sigma Investments
Morgan Stanley
UBS Group
Theleme Partners
Jane Street

View all funds holding Moderna