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MN Wealth Advisors’s Moderna MRNA Stock Holding History

MN Wealth 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
Q4 		– Sell
-30,127
Closed -$778K – 127
2025
Q3 		$778K Buy
30,127
+2
+0% +$56 0.42% 51
2025
Q2 		$831K Sell
30,125
-193
-0.6% -$5.08K 0.48% 47
2025
Q1 		$860K Buy
30,318
+244
+0.8% +$8.66K 0.5% 46
2024
Q4 		$1.25M Buy
+30,074
New +$1.44M 0.7% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

MN Wealth Advisors's MRNA Position: Q4 2025 in Review

MN Wealth Advisors sold out of Moderna (MRNA) in Q4 2025, closing a stake of 30,127 shares — an estimated $778K sold.

MN Wealth Advisors first reported a position in MRNA in Q4 2024 and held it in 4 quarters. The position peaked at $1.25M in Q4 2024. 672 funds tracked by Wall St. Rank hold MRNA as of Q4 2025.

  • MN Wealth Advisors reported no remaining Moderna position as of Q4 2025 after selling out during the quarter.
  • MN Wealth Advisors sold 30,127 Moderna shares in Q4 2025, an estimated $778K.
  • MN Wealth Advisors first reported a position in Moderna in Q4 2024 and held it in 4 quarters.
  • MN Wealth Advisors's Moderna position peaked at $1.25M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held Moderna as of Q4 2025.

Based on MN Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.