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Loring Wolcott & Coolidge Fiduciary Advisors’s Moderna MRNA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-175
Closed -$4.83K – 549
2025
Q2 		$4.83K Hold
175
– – ﹤0.01% 499
2025
Q1 		$4.64K Hold
175
– – ﹤0.01% 507
2024
Q4 		$7.29K Hold
175
– – ﹤0.01% 498
2024
Q3 		$9.24K Sell
175
-315
-64% -$28.9K ﹤0.01% 502
2024
Q2 		$61.3K Hold
490
– – ﹤0.01% 374
2024
Q1 		$51.2K Hold
490
– – ﹤0.01% 393
2023
Q4 		$49.5K Sell
490
-120
-20% -$10.1K ﹤0.01% 400
2023
Q3 		$43.5K Buy
610
+490
+408% +$54.7K ﹤0.01% 429
2023
Q2 		$14.6K Sell
120
-200
-63% -$26.7K ﹤0.01% 523
2023
Q1 		$49.1K Sell
320
-665
-68% -$110K ﹤0.01% 409
2022
Q4 		$177K Buy
985
+120
+14% +$19.6K ﹤0.01% 290
2022
Q3 		$102K Sell
865
-2
-0.2% -$303 ﹤0.01% 348
2022
Q2 		$124K Sell
867
-1,191
-58% -$170K ﹤0.01% 337
2022
Q1 		$355K Buy
2,058
+50
+2% +$8.42K ﹤0.01% 238
2021
Q4 		$510K Sell
2,008
-23
-1% -$6.72K ﹤0.01% 223
2021
Q3 		$782K Buy
2,031
+173
+9% +$63.8K 0.01% 187
2021
Q2 		$437K Buy
+1,858
New +$332K ﹤0.01% 236

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MRNA Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Moderna (MRNA) in Q3 2025, closing a stake of 175 shares — an estimated $4.83K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MRNA in Q2 2021 and held it in 17 quarters. The position peaked at $782K in Q3 2021. 644 funds tracked by Wall St. Rank hold MRNA as of Q3 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Moderna position as of Q3 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 175 Moderna shares in Q3 2025, an estimated $4.83K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Moderna in Q2 2021 and held it in 17 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Moderna position peaked at $782K in Q3 2021.
  • 644 funds tracked by Wall St. Rank held Moderna as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.