MCF Advisors’s Moderna MRNA Stock Holding History

MCF 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
2026 Q1	–	Sell	-700	Closed	-$20.6K	–	1375
2025 Q4	$20.6K	Buy	+700	New	+$19K	﹤0.01%	686
2024 Q4	–	Sell	-15	Closed	-$1K	–	1028
2024 Q3	$1K	Hold	15	–	–	﹤0.01%	908
2024 Q2	$1.78K	Hold	15	–	–	﹤0.01%	859
2024 Q1	$1.6K	Hold	15	–	–	﹤0.01%	839
2023 Q4	$1.49K	Buy	+15	New	+$1.26K	﹤0.01%	806
2023 Q3	–	Sell	-14	Closed	-$1.7K	–	938
2023 Q2	$1.7K	Hold	14	–	–	﹤0.01%	727
2023 Q1	$2.15K	Hold	14	–	–	﹤0.01%	700
2022 Q4	$2.52K	Buy	14 +7	+100%	+$1.15K	﹤0.01%	654
2022 Q3	$1K	Sell	7 -7	-50%	-$1.06K	﹤0.01%	758
2022 Q2	$2K	Buy	14 +5	+56%	+$715	﹤0.01%	635
2022 Q1	$2K	Buy	+9	New	+$1.51K	﹤0.01%	648
2021 Q4	–	Sell	-12	Closed	-$5K	–	445
2021 Q3	$5K	Buy	+12	New	+$4.43K	﹤0.01%	521
2021 Q2	–	Sell	-400	Closed	-$52K	–	604
2021 Q1	$52K	Hold	400	–	–	0.01%	267
2020 Q4	$42K	Buy	+400	New	+$40.5K	0.01%	257

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