AWM
MRNA icon

Arista Wealth Management’s Moderna MRNA Stock Holding History

Arista 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
Q4 		– Sell
-9,000
Closed -$232K – 294
2025
Q3 		$232K Buy
+9,000
New +$251K 0.03% 236

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Arista Wealth Management's MRNA Position: Q4 2025 in Review

Arista Wealth Management sold out of Moderna (MRNA) in Q4 2025, closing a stake of 9,000 shares — an estimated $232K sold.

Arista Wealth Management first reported a position in MRNA in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 675 funds tracked by Wall St. Rank hold MRNA as of Q4 2025.

  • Arista Wealth Management reported no remaining Moderna position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 9,000 Moderna shares in Q4 2025, an estimated $232K.
  • Arista Wealth Management first reported a position in Moderna in Q3 2025 and held it in 1 quarter.
  • Arista Wealth Management's Moderna position peaked at $232K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Moderna as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.