AWM
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Accredited Wealth Management’s Moderna MRNA Stock Holding History

Accredited 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
2025
Q3 		$12.9K Sell
230
-270
-54% -$7.53K 0.01% 241
2025
Q2 		$13.8K Buy
500
+300
+150% +$7.9K 0.01% 226
2025
Q1 		$5.67K Sell
200
-50
-20% -$1.77K ﹤0.01% 291
2024
Q4 		$10.4K Buy
+250
New +$11.9K 0.01% 249

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Accredited Wealth Management's MRNA Position: Q3 2025 in Review

Accredited Wealth Management reduced its Moderna (MRNA) stake by 54% in Q3 2025, selling an estimated $7.53K and leaving 230 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #241.

Accredited Wealth Management first reported a position in MRNA in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.8K in Q2 2025. 643 funds tracked by Wall St. Rank hold MRNA as of Q3 2025.

  • Accredited Wealth Management held 230 shares of Moderna worth $12.9K as of Q3 2025.
  • Accredited Wealth Management sold 270 Moderna shares in Q3 2025, an estimated $7.53K.
  • Moderna made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #241 holding.
  • Accredited Wealth Management first reported a position in Moderna in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Moderna position peaked at $13.8K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Moderna as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.