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Iron Horse Wealth Management’s Moderna MRNA Stock Holding History

Iron Horse Wealth 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
-12
Closed -$499 – 631
2024
Q4 		$499 Hold
12
– – ﹤0.01% 463
2024
Q3 		$802 Hold
12
– – ﹤0.01% 449
2024
Q2 		$1.43K Hold
12
– – ﹤0.01% 385
2024
Q1 		$1.28K Hold
12
– – ﹤0.01% 383
2023
Q4 		$1.19K Hold
12
– – ﹤0.01% 408
2023
Q3 		$1.24K Buy
+12
New +$1.34K ﹤0.01% 409

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

Iron Horse Wealth Management's MRNA Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Moderna (MRNA) in Q1 2025, closing a stake of 12 shares — an estimated $499 sold.

Iron Horse Wealth Management first reported a position in MRNA in Q3 2023 and held it in 6 quarters. The position peaked at $1.43K in Q2 2024. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 12 Moderna shares in Q1 2025, an estimated $499.
  • Iron Horse Wealth Management first reported a position in Moderna in Q3 2023 and held it in 6 quarters.
  • Iron Horse Wealth Management's Moderna position peaked at $1.43K in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.