Bell Investment Advisors’s Moderna MRNA Stock Holding History

Bell Investment 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
2026 Q1	$3.81K	Hold	75	–	–	﹤0.01%	1086
2025 Q4	$2.21K	Buy	75 +7	+10%	+$190	﹤0.01%	1315
2025 Q3	$1.76K	Sell	68 -13	-16%	-$363	﹤0.01%	1376
2025 Q2	$2.23K	Buy	81 +61	+305%	+$1.61K	﹤0.01%	1330
2025 Q1	$567	Sell	20 -6	-23%	-$213	﹤0.01%	1714
2024 Q4	$1.08K	Sell	26 -46	-64%	-$2.2K	﹤0.01%	1556
2024 Q3	$4.81K	Sell	72 -8	-10%	-$734	﹤0.01%	941
2024 Q2	$9.5K	Buy	80 +5	+7%	+$633	﹤0.01%	634
2024 Q1	$7.99K	Buy	75 +5	+7%	+$504	﹤0.01%	680
2023 Q4	$6.96K	Sell	70 -24	-26%	-$2.02K	﹤0.01%	715
2023 Q3	$9.71K	Sell	94 -20	-18%	-$2.23K	﹤0.01%	518
2023 Q2	$13.9K	Buy	114 +17	+18%	+$2.27K	﹤0.01%	406
2023 Q1	$14.9K	Sell	97 -24	-20%	-$3.96K	﹤0.01%	374
2022 Q4	$21.7K	Buy	121 +13	+12%	+$2.13K	0.01%	287
2022 Q3	$13K	Buy	108 +28	+35%	+$4.25K	﹤0.01%	349
2022 Q2	$11K	Buy	+80	New	+$11.4K	﹤0.01%	405
2021 Q4	$25K	Sell	97 -23	-19%	-$6.72K	0.01%	267
2021 Q3	$46K	Buy	+120	New	+$44.3K	0.01%	154

Other funds holding MRNA

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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