GoalVest Advisory’s Moderna MRNA Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-57	Closed	-$2.9K	–	541
2026 Q1	$2.9K	Sell	57 -118	-67%	-$5.5K	﹤0.01%	418
2025 Q4	$5.16K	Buy	+175	New	+$4.75K	﹤0.01%	474
2023 Q4	–	Sell	-123	Closed	-$12.7K	–	452
2023 Q3	$12.7K	Hold	123	–	–	0.01%	251
2023 Q2	$14.9K	Hold	123	–	–	0.01%	221
2023 Q1	$18.9K	Hold	123	–	–	0.01%	162
2022 Q4	$22.1K	Buy	+123	New	+$20.1K	0.01%	154

Other funds holding MRNA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $37.3M AUM

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return