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Mount Yale Investment Advisors’s Moderna MRNA Stock Holding History

Mount Yale Investment 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
-44
Closed -$1.21K – 1247
2025
Q2 		$1.21K Buy
+44
New +$1.16K ﹤0.01% 1379
2021
Q4 		– Sell
-625
Closed -$241K – 484
2021
Q3 		$241K Buy
+625
New +$231K 0.03% 407

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

Mount Yale Investment Advisors's MRNA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Moderna (MRNA) in Q3 2025, closing a stake of 44 shares — an estimated $1.21K sold.

Mount Yale Investment Advisors first reported a position in MRNA in Q3 2021 and held it in 2 quarters. The position peaked at $241K in Q3 2021. 643 funds tracked by Wall St. Rank hold MRNA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Moderna position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 44 Moderna shares in Q3 2025, an estimated $1.21K.
  • Mount Yale Investment Advisors first reported a position in Moderna in Q3 2021 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Moderna position peaked at $241K in Q3 2021.
  • 643 funds tracked by Wall St. Rank held Moderna as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.