Legal Advantage Investments, Inc. MRNA — MODERNA INC

Ownership history in Legal Advantage Investments, Inc.  ·  4 quarters on record

AI Ownership Summary

Legal Advantage Investments, Inc. reported MODERNA INC (MRNA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.26% in 2026 Q1. The latest visible filing shows MRNA at 1.17% 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.

What this MRNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legal Advantage Investments, Inc.'s position in MODERNA INC, 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 Q2

MRNA was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

How Legal Advantage Investments, 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 47,675 -500 -1.0% 1.17% $3.3M 2026-07-15 $68.28
2026 Q1 UNCHANGED — — — 48,175 — 0% 1.26% $2.4M 2026-04-20 $54.59
2025 Q4 UNCHANGED — — — 48,175 — 0% 0.66% $1.4M 2026-01-14 $40.58
2025 Q3 INITIATED — — — 48,175 — — 0.56% $1.2M 2025-10-20 $27.24

FAQ About Legal Advantage Investments, 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 Legal Advantage Investments, Inc. reported owning MRNA?

Legal Advantage Investments, Inc. reported MRNA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported MRNA position in Legal Advantage Investments, Inc.'s portfolio?

The largest reported portfolio weight for MRNA was 1.26% in 2026 Q1.

What is the latest reported MRNA position on this page?

The most recent filing on this page is 2026 Q2, when Legal Advantage Investments, Inc. reported 47,675 shares, equal to 1.17% of portfolio, with an estimated market value of $3.3M.

What does the chart on this MRNA ownership page compare?

The chart compares Legal Advantage Investments, 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.

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