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Disciplina Capital Management’s Moderna MRNA Stock Holding History

Disciplina Capital 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
Q1 		– Sell
-19
Closed -$790 – 75
2024
Q4 		$790 Hold
19
– – ﹤0.01% 72
2024
Q3 		$1.27K Sell
19
-146
-88% -$13.4K ﹤0.01% 71
2024
Q2 		$19.6K Hold
165
– – ﹤0.01% 52
2024
Q1 		$17.6K Hold
165
– – ﹤0.01% 53
2023
Q4 		$16.4K Hold
165
– – ﹤0.01% 55
2023
Q3 		$17K Hold
165
– – ﹤0.01% 56
2023
Q2 		$20K Buy
+165
New +$22K ﹤0.01% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplina Capital Management's MRNA Position: Q1 2025 in Review

Disciplina Capital Management sold out of Moderna (MRNA) in Q1 2025, closing a stake of 19 shares — an estimated $790 sold.

Disciplina Capital Management first reported a position in MRNA in Q2 2023 and held it in 7 quarters. The position peaked at $20K in Q2 2023. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • Disciplina Capital Management reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • Disciplina Capital Management sold 19 Moderna shares in Q1 2025, an estimated $790.
  • Disciplina Capital Management first reported a position in Moderna in Q2 2023 and held it in 7 quarters.
  • Disciplina Capital Management's Moderna position peaked at $20K in Q2 2023.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on Disciplina Capital Management's 13F filing for Q1 2025, filed 14 May 2025.