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Global Financial Private Client’s Moderna MRNA Stock Holding History

Global Financial Private Client’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
-83
Closed -$2.35K – 1075
2025
Q1 		$2.35K Buy
83
+5
+6% +$177 ﹤0.01% 828
2024
Q4 		$3.24K Sell
78
-145
-65% -$6.93K ﹤0.01% 678
2024
Q3 		$14.9K Hold
223
– – 0.01% 475
2024
Q2 		$26.5K Sell
223
-57
-20% -$7.21K 0.01% 360
2024
Q1 		$29.6K Hold
280
– – 0.01% 354
2023
Q4 		$27.8K Sell
280
-692
-71% -$58.2K 0.01% 356
2023
Q3 		$100K Hold
972
– – 0.05% 215
2023
Q2 		$118K Buy
972
+263
+37% +$35.1K 0.06% 206
2023
Q1 		$113K Sell
709
-100
-12% -$16.5K 0.06% 196
2022
Q4 		$145K Buy
809
+579
+252% +$94.7K 0.08% 164
2022
Q3 		$27.8K Hold
230
– – 0.02% 328
2022
Q2 		$34.5K Hold
230
– – 0.02% 297
2022
Q1 		$40.6K Hold
230
– – 0.02% 284
2021
Q4 		$58.4K Hold
230
– – 0.03% 258
2021
Q3 		$78.5K Hold
230
– – 0.04% 206
2021
Q2 		$54.1K Sell
230
-400
-63% -$71.5K 0.03% 242
2021
Q1 		$83.5K Hold
630
– – 0.06% 169
2020
Q4 		$65.8K Buy
630
+200
+47% +$20.2K 0.05% 170
2020
Q3 		$30.1K Buy
430
+357
+489% +$24.9K 0.03% 226
2020
Q2 		$4.5K Buy
+73
New +$4K ﹤0.01% 394

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

Global Financial Private Client's MRNA Position: Q2 2025 in Review

Global Financial Private Client sold out of Moderna (MRNA) in Q2 2025, closing a stake of 83 shares — an estimated $2.35K sold.

Global Financial Private Client first reported a position in MRNA in Q2 2020 and held it in 20 quarters. The position peaked at $145K in Q4 2022. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Global Financial Private Client reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 83 Moderna shares in Q2 2025, an estimated $2.35K.
  • Global Financial Private Client first reported a position in Moderna in Q2 2020 and held it in 20 quarters.
  • Global Financial Private Client's Moderna position peaked at $145K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.