OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in MRNA — Moderna, Inc.

CIK 714364 WILLIAMSVILLE, NY

Position in MRNA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$50,952

+$25,414 QoQ

Shares Held

1,003

+15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $248,111 across 6 Biotechnology names. MRNA ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REGN	Regeneron Pharmaceuticals, Inc.	107	$82,672
2	CELC	Celcuity Inc.	662	$75,560
3	MRNA	Moderna, Inc. This page	1,003	$50,952
4	VRTX	Vertex Pharmaceuticals Inc / Ma	78	$34,830
5	INCY	Incyte Corp	33	$3,105
6	ALNY	Alnylam Pharmaceuticals, Inc.	3	$992

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,952	1,003	+15.8%	Shares	Sole	2026-05-12
2025-12-31	$25,538	866	-18.1%	Shares	Sole	2026-01-23
2025-09-30	$27,328	1,058	+8.2%	Shares	Sole	2025-11-04
2025-06-30	$26,983	978	+4.4%	Shares	Sole	2025-08-08
2025-03-31	$26,563	937	+10.5%	Shares	Sole	2025-05-09
2024-12-31	$35,259	848	+19.3%	Shares	Sole	2025-01-24
2024-09-30	$47,516	711	+16.2%	Shares	Sole	2024-11-08
2024-06-30	$72,675	612	0.0%	Shares	Sole	2024-08-08
2024-03-31	$65,214	612	+125.0%	Shares	Sole	2024-05-03
2023-12-31	$27,050	272	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.