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Catherine Avery Investment Management’s Moderna MRNA Stock Holding History

Catherine Avery Investment 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
2026
Q1 		– Sell
-6
Closed -$177 – 134
2025
Q4 		$177 Hold
6
– – ﹤0.01% 155
2025
Q3 		$155 Hold
6
– – ﹤0.01% 160
2025
Q2 		$166 Sell
6
-8
-57% -$211 ﹤0.01% 164
2025
Q1 		$397 Hold
14
– – ﹤0.01% 154
2024
Q4 		$582 Buy
+14
New +$669 ﹤0.01% 164

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Catherine Avery Investment Management's MRNA Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of Moderna (MRNA) in Q1 2026, closing a stake of 6 shares — an estimated $177 sold.

Catherine Avery Investment Management first reported a position in MRNA in Q4 2024 and held it in 5 quarters. The position peaked at $582 in Q4 2024. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 6 Moderna shares in Q1 2026, an estimated $177.
  • Catherine Avery Investment Management first reported a position in Moderna in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's Moderna position peaked at $582 in Q4 2024.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.