Capital Advisors Ltd’s Moderna MRNA Stock Holding History

Capital Advisors Ltd’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	$0	Buy	8 +2	+33%	+$93	﹤0.01%	1512
2025 Q4	$0	Sell	6 -15	-71%	-$408	﹤0.01%	1491
2025 Q3	$1K	Sell	21 -479	-96%	-$13.4K	﹤0.01%	1239
2025 Q2	$14K	Sell	500 -173	-26%	-$4.56K	﹤0.01%	710
2025 Q1	$19K	Buy	673 +166	+33%	+$5.89K	﹤0.01%	620
2024 Q4	$21K	Buy	507 +7	+1%	+$335	﹤0.01%	610
2024 Q3	$33K	Sell	500 -72	-13%	-$6.61K	﹤0.01%	527
2024 Q2	$68K	Buy	572 +16	+3%	+$2.02K	0.01%	389
2024 Q1	$59K	Buy	556 +18	+3%	+$1.81K	0.01%	418
2023 Q4	$54K	Buy	538 +16	+3%	+$1.35K	0.01%	409
2023 Q3	$54K	Buy	522 +15	+3%	+$1.67K	0.01%	397
2023 Q2	$62K	Sell	507 -39	-7%	-$5.2K	0.01%	395
2023 Q1	$84K	Buy	546 +495	+971%	+$81.7K	0.01%	328
2022 Q4	$9K	Buy	51 +17	+50%	+$2.78K	﹤0.01%	575
2022 Q3	$4K	Buy	34 +3	+10%	+$455	﹤0.01%	689
2022 Q2	$4K	Sell	31 -21	-40%	-$3K	﹤0.01%	598
2022 Q1	$9K	Buy	+52	New	+$8.75K	﹤0.01%	538

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