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Advisors Preferred’s Moderna MRNA Stock Holding History

Advisors Preferred’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
Q1 		– Sell
-14,306
Closed -$601K – 307
2024
Q4 		$601K Sell
14,306
-4,225
-23% -$202K 0.1% 94
2024
Q3 		$1.18M Buy
+18,531
New +$1.7M 0.18% 72
2022
Q4 		– Sell
-105
Closed -$13K – 210
2022
Q3 		$13K Buy
+105
New +$15.9K 0.01% 134
2022
Q2 		– Sell
-1,189
Closed -$210K – 169
2022
Q1 		$210K Buy
+1,189
New +$200K 0.02% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisors Preferred's MRNA Position: Q1 2025 in Review

Advisors Preferred sold out of Moderna (MRNA) in Q1 2025, closing a stake of 14,306 shares — an estimated $601K sold.

Advisors Preferred first reported a position in MRNA in Q1 2022 and held it in 4 quarters. The position peaked at $1.18M in Q3 2024. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • Advisors Preferred reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • Advisors Preferred sold 14,306 Moderna shares in Q1 2025, an estimated $601K.
  • Advisors Preferred first reported a position in Moderna in Q1 2022 and held it in 4 quarters.
  • Advisors Preferred's Moderna position peaked at $1.18M in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.