Morningstar Investment Management LLC

Position in MRNA — Moderna, Inc.

CIK 1673385 CHICAGO, IL

Position in MRNA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,180,959

+$1,422,674 QoQ

Shares Held

73,982

0.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#150

of 772 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Morningstar Investment Management LLC holds $7,455,573 across 3 Biotechnology names. MRNA ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRNA	Moderna, Inc. This page	73,982	$5,180,959
2	REGN	Regeneron Pharmaceuticals, Inc.	2,705	$1,686,675
3	INVA	Innoviva, Inc.	25,889	$587,939

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,180,959	73,982	0.0%	Shares	Sole	2026-07-21
2026-03-31	$3,758,285	73,982	+4.4%	Shares	Sole	2026-05-14
2025-12-31	$2,089,513	70,855	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,830,184	70,855	—	Shares	Sole	2025-11-17
No filing history on record for this holder in this stock.