MWM
MRNA icon

MorganRosel Wealth Management’s Moderna MRNA Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-67
Closed -$1.85K – 257
2025
Q2 		$1.85K Hold
67
– – ﹤0.01% 322
2025
Q1 		$1.9K Buy
+67
New +$2.38K ﹤0.01% 313

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
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
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

MorganRosel Wealth Management's MRNA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Moderna (MRNA) in Q3 2025, closing a stake of 67 shares — an estimated $1.85K sold.

MorganRosel Wealth Management first reported a position in MRNA in Q1 2025 and held it in 2 quarters. The position peaked at $1.9K in Q1 2025. 643 funds tracked by Wall St. Rank hold MRNA as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Moderna position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 67 Moderna shares in Q3 2025, an estimated $1.85K.
  • MorganRosel Wealth Management first reported a position in Moderna in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Moderna position peaked at $1.9K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Moderna as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.