AWM
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Ameliora Wealth Management’s Moderna MRNA Stock Holding History

Ameliora 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
Q2 		– Sell
-45
Closed -$1.28K – 233
2025
Q1 		$1.28K Hold
45
– – ﹤0.01% 232
2024
Q4 		$1.87K Buy
+45
New +$2.15K ﹤0.01% 232
2023
Q1 		– Sell
-750
Closed -$135K – 244
2022
Q4 		$135K Hold
750
– – 0.07% 90
2022
Q3 		$98K Buy
+750
New +$114K 0.05% 100

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ameliora Wealth Management's MRNA Position: Q2 2025 in Review

Ameliora Wealth Management sold out of Moderna (MRNA) in Q2 2025, closing a stake of 45 shares — an estimated $1.28K sold.

Ameliora Wealth Management first reported a position in MRNA in Q3 2022 and held it in 4 quarters. The position peaked at $135K in Q4 2022. 677 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Ameliora Wealth Management reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 45 Moderna shares in Q2 2025, an estimated $1.28K.
  • Ameliora Wealth Management first reported a position in Moderna in Q3 2022 and held it in 4 quarters.
  • Ameliora Wealth Management's Moderna position peaked at $135K in Q4 2022.
  • 677 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.