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Moderna shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moderna by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $428k 6.1k 70.03

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Moderna

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

View all funds holding Moderna