BGAI
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Bruce G. Allen Investments’s Moderna MRNA Stock Holding History

Bruce G. Allen Investments’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 		$3.86K Buy
76
+4
+6% +$187 ﹤0.01% 607
2025
Q4 		$2.12K Sell
72
-39
-35% -$1.06K ﹤0.01% 692
2025
Q3 		$2.87K Sell
111
-20
-15% -$558 ﹤0.01% 644
2025
Q2 		$3.61K Sell
131
-9
-6% -$237 ﹤0.01% 615
2025
Q1 		$3.97K Sell
140
-54
-28% -$1.92K ﹤0.01% 598
2024
Q4 		$8.07K Buy
194
+187
+2,671% +$8.94K 0.01% 507
2024
Q3 		$468 Sell
7
-37
-84% -$3.4K ﹤0.01% 966
2024
Q2 		$5.22K Buy
44
+1
+2% +$127 ﹤0.01% 562
2024
Q1 		$4.58K Buy
43
+19
+79% +$1.92K ﹤0.01% 606
2023
Q4 		$2.39K Buy
+24
New +$2.02K ﹤0.01% 715

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return