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Personal CFO Solutions’s Moderna MRNA Stock Holding History

Personal CFO Solutions’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
-8,342
Closed -$230K – 512
2025
Q2 		$230K Buy
+8,342
New +$220K 0.04% 426
2021
Q2 		– Sell
-3,659
Closed -$479K – 455
2021
Q1 		$479K Buy
3,659
+1,300
+55% +$188K 0.1% 186
2020
Q4 		$246K Buy
+2,359
New +$239K 0.06% 296

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

Personal CFO Solutions's MRNA Position: Q3 2025 in Review

Personal CFO Solutions sold out of Moderna (MRNA) in Q3 2025, closing a stake of 8,342 shares — an estimated $230K sold.

Personal CFO Solutions first reported a position in MRNA in Q4 2020 and held it in 3 quarters. The position peaked at $479K in Q1 2021. 643 funds tracked by Wall St. Rank hold MRNA as of Q3 2025.

  • Personal CFO Solutions reported no remaining Moderna position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 8,342 Moderna shares in Q3 2025, an estimated $230K.
  • Personal CFO Solutions first reported a position in Moderna in Q4 2020 and held it in 3 quarters.
  • Personal CFO Solutions's Moderna position peaked at $479K in Q1 2021.
  • 643 funds tracked by Wall St. Rank held Moderna as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.