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New England Capital Financial Advisors’s Moderna MRNA Stock Holding History

New England Capital Financial 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
-300
Closed -$8.85K – 430
2025
Q4 		$8.85K Hold
300
– – ﹤0.01% 272
2025
Q3 		$7.75K Hold
300
– – ﹤0.01% 284
2025
Q2 		$8.28K Hold
300
– – ﹤0.01% 265
2025
Q1 		$8.51K Buy
300
+100
+50% +$3.55K ﹤0.01% 245
2024
Q4 		$8.32K Buy
+200
New +$9.56K ﹤0.01% 247

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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 $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Capital Financial Advisors's MRNA Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of Moderna (MRNA) in Q1 2026, closing a stake of 300 shares — an estimated $8.85K sold.

New England Capital Financial Advisors first reported a position in MRNA in Q4 2024 and held it in 5 quarters. The position peaked at $8.85K in Q4 2025. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • New England Capital Financial Advisors reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
  • New England Capital Financial Advisors sold 300 Moderna shares in Q1 2026, an estimated $8.85K.
  • New England Capital Financial Advisors first reported a position in Moderna in Q4 2024 and held it in 5 quarters.
  • New England Capital Financial Advisors's Moderna position peaked at $8.85K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.