Shepherd Financial Partners »

Moderna shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 3.1k 70.03

More positions owned by Shepherd Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust St Str P500val (SPYV)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Spdr Series Trust ST STR SP600 SML (SPSM)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust St Str P400mid (SPMD)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

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