UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MRNA — Moderna, Inc.

CIK 1463217 IRVING, TX

Position in MRNA

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$915,782

+$259,650 QoQ

Shares Held

13,077

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#311

of 772 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $15,880,894 across 17 Biotechnology names. MRNA ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	12,438	$6,178,327
2	REGN	Regeneron Pharmaceuticals, Inc.	2,651	$1,653,004
3	ALNY	Alnylam Pharmaceuticals, Inc.	4,155	$1,250,779
4	HALO	Halozyme Therapeutics, Inc.	13,677	$1,070,498
5	MRNA	Moderna, Inc. This page	13,077	$915,782
6	CBUS	Cibus, Inc.	576,043	$789,178
7	INCY	Incyte Corp	6,876	$779,463
8	IMMX	Immix Biopharma, Inc.	70,682	$728,731

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$915,782	13,077	+1.2%	Shares	Defined	2026-08-17
2026-03-31	$656,132	12,916	+24.5%	Shares	Defined	2026-05-15
2025-12-31	$305,929	10,374	-15.6%	Shares	Defined	2026-02-17
2025-09-30	$317,657	12,298	-14.8%	Shares	Defined	2025-11-14
2025-06-30	$398,399	14,440	+77.4%	Shares	Defined	2025-08-11
2025-03-31	$230,797	8,141	-10.1%	Shares	Defined	2025-05-13
2024-12-31	$376,673	9,059	+48.8%	Shares	Defined	2025-02-13
2024-09-30	$406,794	6,087	-43.6%	Shares	Defined	2024-11-12
2024-06-30	$1,280,956	10,787	+8.9%	Shares	Defined	2024-08-14
2024-03-31	$1,055,370	9,904	+12.8%	Shares	Defined	2024-05-15
2023-12-31	$873,171	8,780	+53.3%	Shares	Defined	2024-02-14
2023-09-30	$591,645	5,728	-25.3%	Shares	Defined	2023-11-14
2023-06-30	$931,662	7,668	-19.0%	Shares	Defined	2023-08-14
2023-03-31	$1,454,095	9,468	-19.9%	Shares	Defined	2023-08-15
2022-12-31	$2,124,365	11,827	+2.3%	Shares	Defined	2023-02-15
2022-09-30	$1,366,970	11,560	+6.2%	Shares	Defined	2022-11-14
2022-06-30	$1,554,208	10,880	-3.3%	Shares	Defined	2022-08-11
2022-03-31	$1,938,958	11,256	-4.9%	Shares	Defined	2022-05-16
2021-12-31	$3,006,361	11,837	-1.7%	Shares	Defined	2022-02-14
2021-09-30	$4,634,099	12,041	+1.6%	Shares	Defined	2021-11-15
2021-06-30	$2,785,217	11,853	+1.2%	Shares	Defined	2021-08-13
2021-03-31	$1,533,424	11,710	-1.5%	Shares	Defined	2021-05-14
2020-12-31	$1,241,730	11,886	+19.5%	Shares	Defined	2021-02-17
2020-09-30	$703,538	9,944	+88.6%	Shares	Defined	2020-11-13
2020-06-30	$338,579	5,273	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.