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Laird Norton Wetherby Wealth Management’s Moderna MRNA Stock Holding History

Laird Norton Wetherby 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
2024
Q4 		$200K Buy
+4,812
New +$230K 0.01% 843
2024
Q3 		– Sell
-5,073
Closed -$602K – 950
2024
Q2 		$602K Buy
5,073
+607
+14% +$76.8K 0.03% 483
2024
Q1 		$476K Buy
4,466
+1,008
+29% +$102K 0.02% 573
2023
Q4 		$344K Sell
3,458
-1,834
-35% -$154K 0.02% 674
2023
Q3 		$547K Sell
5,292
-857
-14% -$95.6K 0.03% 493
2023
Q2 		$747K Sell
6,149
-1,573
-20% -$210K 0.04% 413
2023
Q1 		$1.19M Buy
7,722
+101
+1% +$16.7K 0.07% 294
2022
Q4 		$1.37M Buy
7,621
+725
+11% +$119K 0.09% 254
2022
Q3 		$816K Buy
6,896
+873
+14% +$132K 0.06% 334
2022
Q2 		$860K Buy
6,023
+202
+3% +$28.9K 0.06% 322
2022
Q1 		$1M Buy
5,821
+1,212
+26% +$204K 0.06% 310
2021
Q4 		$1.17M Sell
4,609
-802
-15% -$234K 0.07% 277
2021
Q3 		$2.08M Buy
5,411
+1,699
+46% +$627K 0.13% 152
2021
Q2 		$872K Buy
3,712
+384
+12% +$68.6K 0.05% 341
2021
Q1 		$436K Buy
3,328
+175
+6% +$25.4K 0.03% 479
2020
Q4 		$329K Buy
+3,153
New +$319K 0.02% 627

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MRNA Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management opened a new position in Moderna (MRNA) in Q4 2024: 4,812 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in MRNA as recently as Q2 2024.

Laird Norton Wetherby Wealth Management first reported a position in MRNA in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.08M in Q3 2021. 745 funds tracked by Wall St. Rank hold MRNA as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 4,812 shares of Moderna worth $200K as of Q4 2024.
  • Moderna was a new Laird Norton Wetherby Wealth Management position in Q4 2024.
  • Moderna made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #843 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Moderna in Q4 2020 and has held it in 16 quarters since.
  • Laird Norton Wetherby Wealth Management's Moderna position peaked at $2.08M in Q3 2021.
  • 745 funds tracked by Wall St. Rank held Moderna as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.