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Carolina Wealth Advisors’s Moderna MRNA Stock Holding History

Carolina 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
-12
Closed -$340 – 296
2025
Q1 		$340 Hold
12
– – ﹤0.01% 268
2024
Q4 		$499 Buy
+12
New +$574 ﹤0.01% 277

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

Carolina Wealth Advisors's MRNA Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Moderna (MRNA) in Q2 2025, closing a stake of 12 shares — an estimated $340 sold.

Carolina Wealth Advisors first reported a position in MRNA in Q4 2024 and held it in 2 quarters. The position peaked at $499 in Q4 2024. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 12 Moderna shares in Q2 2025, an estimated $340.
  • Carolina Wealth Advisors first reported a position in Moderna in Q4 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Moderna position peaked at $499 in Q4 2024.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.