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Bogart Wealth, LLC

Position in MRNA — Moderna, Inc.

CIK 1715740 MCLEAN, VA

Position in MRNA

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$22,301
+$10,505 QoQ
Shares Held
439
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MRNA Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Mar 31, 2026

Bogart Wealth, LLC holds $12,250,420 across 40 Biotechnology names. MRNA ranks #2 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MRNA
Moderna, Inc.
This page
439 $22,301

All Filings in MRNA

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,301 439
2025-12-31 $11,796 400
2025-09-30 $11,313 438
2025-06-30 $12,029 436
2025-03-31 $11,340 400
2024-12-31 $4,449 107
2024-09-30 $8,487 127
2024-06-30 $15,081 127
2024-03-31 $12,787 120
2023-12-31 $11,436 115
2023-09-30 $11,878 115
2023-06-30 $13,972 115
2023-03-31 $17,661 115
2022-12-31 $24,248 135
2022-09-30 $21,876 185
2022-06-30 $16,427 115
2022-03-31 $23,255 135
2021-12-31 $38,097 150
2021-09-30 $59,653 155
2021-06-30 $36,421 155
2021-03-31 $278,923 2,130
2020-12-31 $2,089 20
2020-06-30 $6,421 100