EverSource Wealth Advisors’s Moderna MRNA Stock Holding History

EverSource 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
2026 Q1	$21.5K	Buy	424 +80	+23%	+$3.73K	﹤0.01%	2460
2025 Q4	$10.1K	Sell	344 -167	-33%	-$4.54K	﹤0.01%	2790
2025 Q3	$13.2K	Sell	511 -830	-62%	-$23.2K	﹤0.01%	2660
2025 Q2	$37K	Buy	1,341 +801	+148%	+$21.1K	﹤0.01%	1817
2025 Q1	$15.3K	Buy	540 +365	+209%	+$13K	﹤0.01%	1849
2024 Q4	$7.28K	Sell	175 -114	-39%	-$5.45K	﹤0.01%	2161
2024 Q3	$19.3K	Sell	289 -425	-60%	-$39K	﹤0.01%	1510
2024 Q2	$85.1K	Buy	714 +2	+0.3%	+$253	0.01%	864
2024 Q1	$78.5K	Buy	712 +237	+50%	+$23.9K	0.01%	802
2023 Q4	$47.2K	Buy	475 +116	+32%	+$9.76K	﹤0.01%	923
2023 Q3	$37.1K	Sell	359 -39	-10%	-$4.35K	﹤0.01%	924
2023 Q2	$48.4K	Buy	398 +35	+10%	+$4.67K	0.01%	852
2023 Q1	$55.8K	Sell	363 -258	-42%	-$42.6K	0.01%	756
2022 Q4	$112K	Buy	621 +293	+89%	+$47.9K	0.02%	475
2022 Q3	$39K	Sell	328 -218	-40%	-$33.1K	0.01%	700
2022 Q2	$77K	Buy	546 +482	+753%	+$68.9K	0.02%	459
2022 Q1	$11K	Sell	64 -14	-18%	-$2.36K	﹤0.01%	937
2021 Q4	$20K	Buy	+78	New	+$22.8K	0.01%	685

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