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Forum Financial Management’s Moderna MRNA Stock Holding History

Forum Financial 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
-5,419
Closed -$225K – 912
2024
Q4 		$225K Buy
+5,419
New +$259K ﹤0.01% 782
2024
Q3 		– Sell
-1,829
Closed -$217K – 775
2024
Q2 		$217K Buy
+1,829
New +$231K ﹤0.01% 640
2023
Q4 		– Sell
-2,359
Closed -$244K – 710
2023
Q3 		$244K Sell
2,359
-10
-0.4% -$1.11K 0.01% 499
2023
Q2 		$288K Buy
2,369
+413
+21% +$55.1K 0.01% 449
2023
Q1 		$300K Buy
1,956
+32
+2% +$5.28K 0.01% 400
2022
Q4 		$346K Buy
1,924
+2
+0.1% +$327 0.01% 352
2022
Q3 		$227K Sell
1,922
-685
-26% -$104K 0.01% 455
2022
Q2 		$372K Buy
2,607
+1,245
+91% +$178K 0.02% 297
2022
Q1 		$234K Buy
1,362
+46
+3% +$7.74K 0.01% 499
2021
Q4 		$334K Buy
+1,316
New +$385K 0.02% 367

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

Forum Financial Management's MRNA Position: Q1 2025 in Review

Forum Financial Management sold out of Moderna (MRNA) in Q1 2025, closing a stake of 5,419 shares — an estimated $225K sold.

Forum Financial Management first reported a position in MRNA in Q4 2021 and held it in 10 quarters. The position peaked at $372K in Q2 2022. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • Forum Financial Management reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 5,419 Moderna shares in Q1 2025, an estimated $225K.
  • Forum Financial Management first reported a position in Moderna in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Moderna position peaked at $372K in Q2 2022.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.