B. Riley Wealth Advisors’s Moderna MRNA Stock Holding History

B. Riley Wealth Advisors’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	-1,000	Closed	-$28.4K	–	1260
2025 Q1	$28.4K	Buy	+1,000	New	+$35.5K	﹤0.01%	1290

Other funds holding MRNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

B. Riley Wealth Advisors's MRNA Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Moderna (MRNA) in Q2 2025, closing a stake of 6,493 shares — an estimated $184K sold.

B. Riley Wealth Advisors first reported a position in MRNA in Q2 2020 and held it in 20 quarters. The position peaked at $4.69M in Q2 2021. 675 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,493 Moderna shares in Q2 2025, an estimated $184K.
B. Riley Wealth Advisors first reported a position in Moderna in Q2 2020 and held it in 20 quarters.
B. Riley Wealth Advisors's Moderna position peaked at $4.69M in Q2 2021.
675 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.