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Heck Capital Advisors’s Moderna MRNA Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-291
Closed -$12.1K – 585
2024
Q4 		$12.1K Buy
+291
New +$13.9K ﹤0.01% 522

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heck Capital Advisors's MRNA Position: Q1 2025 in Review

Heck Capital Advisors sold out of Moderna (MRNA) in Q1 2025, closing a stake of 291 shares — an estimated $12.1K sold.

Heck Capital Advisors first reported a position in MRNA in Q4 2024 and held it in 1 quarter. The position peaked at $12.1K in Q4 2024. 694 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • Heck Capital Advisors reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 291 Moderna shares in Q1 2025, an estimated $12.1K.
  • Heck Capital Advisors first reported a position in Moderna in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Moderna position peaked at $12.1K in Q4 2024.
  • 694 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.