Atria Wealth Solutions’s Moderna MRNA Stock Holding History

Atria Wealth Solutions’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	-8,006	Closed	-$227K	–	1739
2025 Q1	$227K	Buy	8,006 +211	+3%	+$7.49K	﹤0.01%	1650
2024 Q4	$324K	Buy	7,795 +1,694	+28%	+$81K	﹤0.01%	1501
2024 Q3	$408K	Sell	6,101 -21,307	-78%	-$1.96M	﹤0.01%	1342
2024 Q2	$3.25M	Buy	27,408 +20,064	+273%	+$2.54M	0.04%	461
2024 Q1	$783K	Sell	7,344 -32	-0.4%	-$3.23K	0.01%	1022
2023 Q4	$734K	Sell	7,376 -83	-1%	-$6.98K	0.01%	1012
2023 Q3	$770K	Sell	7,459 -3,585	-32%	-$400K	0.01%	928
2023 Q2	$1.34M	Sell	11,044 -4,038	-27%	-$539K	0.02%	720
2023 Q1	$2.32M	Buy	15,082 +1,862	+14%	+$307K	0.03%	496
2022 Q4	$2.37M	Sell	13,220 -1,702	-11%	-$278K	0.04%	451
2022 Q3	$1.76M	Sell	14,922 -941	-6%	-$143K	0.03%	528
2022 Q2	$2.27M	Sell	15,863 -18	-0.1%	-$2.57K	0.05%	400
2022 Q1	$2.74M	Buy	+15,881	New	+$2.67M	0.05%	394

Other funds holding MRNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 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 New York $127B AUM 43.98% 1-Year Est. Return