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Capital A Wealth Management’s Moderna MRNA Stock Holding History

Capital A 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
Q2 		– Sell
-65
Closed -$1.84K – 695
2025
Q1 		$1.84K Hold
65
– – ﹤0.01% 476
2024
Q4 		$2.7K Buy
+65
New +$3.11K ﹤0.01% 447

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital A Wealth Management's MRNA Position: Q2 2025 in Review

Capital A Wealth Management sold out of Moderna (MRNA) in Q2 2025, closing a stake of 65 shares — an estimated $1.84K sold.

Capital A Wealth Management first reported a position in MRNA in Q4 2024 and held it in 2 quarters. The position peaked at $2.7K in Q4 2024. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Capital A Wealth Management reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 65 Moderna shares in Q2 2025, an estimated $1.84K.
  • Capital A Wealth Management first reported a position in Moderna in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Moderna position peaked at $2.7K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.