AWM
MRNA icon

Abound Wealth Management’s Moderna MRNA Stock Holding History

Abound Wealth Management’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55
Closed -$2.79K – 1501
2026
Q1 		$2.79K Hold
55
– – ﹤0.01% 847
2025
Q4 		$1.62K Sell
55
-8
-13% -$217 ﹤0.01% 873
2025
Q3 		$1.63K Buy
63
+8
+15% +$223 ﹤0.01% 832
2025
Q2 		$1.52K Hold
55
– – ﹤0.01% 774
2025
Q1 		$1.56K Sell
55
-3
-5% -$106 ﹤0.01% 724
2024
Q4 		$2.41K Buy
58
+7
+14% +$335 ﹤0.01% 655
2024
Q3 		$3.41K Hold
51
– – ﹤0.01% 625
2024
Q2 		$6.06K Hold
51
– – ﹤0.01% 456
2024
Q1 		$5.43K Buy
51
+3
+6% +$302 ﹤0.01% 502
2023
Q4 		$4.77K Sell
48
-12
-20% -$1.01K ﹤0.01% 517
2023
Q3 		$6.2K Buy
60
+13
+28% +$1.45K ﹤0.01% 418
2023
Q2 		$5.71K Buy
47
+2
+4% +$267 ﹤0.01% 452
2023
Q1 		$6.91K Buy
45
+9
+25% +$1.49K ﹤0.01% 342
2022
Q4 		$6.47K Buy
36
+11
+44% +$1.8K ﹤0.01% 316
2022
Q3 		$2.91K Buy
+25
New +$3.79K ﹤0.01% 434

Other funds holding MRNA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $37.3M AUM
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return