Key Financial Inc’s Moderna MRNA Stock Holding History

Key Financial Inc’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 Q1	$2.59K	Hold	51	–	–	﹤0.01%	1141
2025 Q4	$1.5K	Hold	51	–	–	﹤0.01%	1210
2025 Q3	$1.41K	Hold	51	–	–	﹤0.01%	1234
2025 Q2	$1.41K	Hold	51	–	–	﹤0.01%	1231
2025 Q1	$1.45K	Hold	51	–	–	﹤0.01%	1183
2024 Q4	$2.12K	Sell	51 -375	-88%	-$17.9K	﹤0.01%	1144
2024 Q3	$28.5K	Hold	426	–	–	0.01%	578
2024 Q2	$50.6K	Hold	426	–	–	0.01%	472
2024 Q1	$45.4K	Hold	426	–	–	0.01%	450
2023 Q4	$42.4K	Sell	426 -250	-37%	-$21K	0.01%	455
2023 Q3	$69.8K	Sell	676 -24	-3%	-$2.68K	0.02%	348
2023 Q2	$85K	Sell	700 -1	-0.1%	-$133	0.03%	326
2023 Q1	$108K	Buy	701 +176	+34%	+$29K	0.04%	266
2022 Q4	$62.1K	Hold	525	–	–	0.03%	324
2022 Q3	$62K	Buy	525 +375	+250%	+$56.9K	0.03%	330
2022 Q2	$22K	Hold	150	–	–	0.01%	489
2022 Q1	$26K	Hold	150	–	–	0.01%	458
2021 Q4	$38K	Buy	+150	New	+$43.9K	0.02%	383

Other funds holding MRNA

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return