AdvisorNet Financial, Inc MRNA — MODERNA INC COM

Ownership history in AdvisorNet Financial, Inc  ·  26 quarters on record

AI Ownership Summary

AdvisorNet Financial, Inc reported MODERNA INC COM (MRNA) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows MRNA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorNet Financial, Inc's position in MODERNA INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRNA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MRNA stock page AdvisorNet Financial, Inc fund profile AdvisorNet Financial, Inc full holdings
How AdvisorNet Financial, Inc held MRNA — position size vs. price
% of Fund (quarterly)    MRNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 98 +7 +7.7% 0.00% $5K 2026-04-17 $53.72
2025 Q3 REDUCED 75.2% +20.6% ❌ 91 -276 -75.2% 0.00% $2K 2025-10-09 $27.53
2025 Q2 ADDED — — — 367 +225 +158.5% 0.00% $10K 2025-07-14 $32.87
2025 Q1 ADDED — — — 142 +138 +3450.0% 0.00% $4K 2025-04-07 $25.64
2024 Q4 REDUCED 77.8% -31.8% ✅ 4 -14 -77.8% 0.00% $172 2025-01-13 $35.15
2024 Q3 REDUCED 76.3% -41.1% ✅ 18 -58 -76.3% 0.00% $1K 2024-10-15 $57.31
2024 Q2 REDUCED 6.2% -43.7% ✅ 76 -5 -6.2% 0.00% $9K 2024-07-16 $125.14
2024 Q1 REDUCED 89.1% +8.8% ❌ 81 -665 -89.1% 0.00% $9K 2024-04-12 $105.14
2023 Q4 REDUCED 57.6% +6.2% ❌ 746 -1,012 -57.6% 0.01% $74K 2024-01-19 $99.70
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MRNA

As of 2026 Q1 — sorted by position size

Merck & Co., Inc. 33.56% Theleme Partners LLP 3Y 7Y 27.24% Flagship Pioneering, LLC 3Y 7Y 20.26% Step Capital Management Pte. Ltd. 13.15% Mount Capital Ltd 3Y 8.09% PLUSTICK MANAGEMENT LLC 3Y 5.4% Telemark Asset Management, LLC 3Y 7Y 2.35% Affinity Asset Advisors, LLC 3Y 2.1% Artia Global Partners LP 3Y 2.03% Green Alpha Advisors, LLC 3Y 1.72%

FAQ About AdvisorNet Financial, Inc and MRNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorNet Financial, Inc reported owning MRNA?

AdvisorNet Financial, Inc reported MRNA across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRNA position in AdvisorNet Financial, Inc's portfolio?

The largest reported portfolio weight for MRNA was 0.01% in 2023 Q4.

What is the latest reported MRNA position on this page?

The most recent filing on this page is 2026 Q1, when AdvisorNet Financial, Inc reported 98 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this MRNA ownership page compare?

The chart compares AdvisorNet Financial, Inc's quarterly MRNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AdvisorNet Financial, Inc time their MRNA position?

Based on 13F filing dates vs. subsequent MRNA price moves, AdvisorNet Financial, Inc correctly timed 15 out of 23 reported position changes (65%). The annualised alpha on MRNA relative to SPY over the holding period was +51.7%.

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