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Principal Securities’s Moderna MRNA Stock Holding History

Principal Securities’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
-2,643
Closed -$68.3K – 2690
2025
Q3 		$68.3K Sell
2,643
-261
-9% -$7.28K ﹤0.01% 1795
2025
Q2 		$80.1K Buy
2,904
+1,210
+71% +$31.9K ﹤0.01% 1633
2025
Q1 		$70.4K Hold
1,694
– – ﹤0.01% 1600
2024
Q4 		$70.4K Sell
1,694
-70
-4% -$3.35K ﹤0.01% 1599
2024
Q3 		$118K Sell
1,764
-231
-12% -$21.2K ﹤0.01% 1320
2024
Q2 		$237K Buy
1,995
+475
+31% +$60.1K 0.01% 977
2024
Q1 		$162K Sell
1,520
-467
-24% -$47.1K 0.01% 1103
2023
Q4 		$198K Buy
+1,987
New +$167K 0.01% 938

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Principal Securities's MRNA Position: Q4 2025 in Review

Principal Securities sold out of Moderna (MRNA) in Q4 2025, closing a stake of 2,643 shares — an estimated $68.3K sold.

Principal Securities first reported a position in MRNA in Q4 2023 and held it in 8 quarters. The position peaked at $237K in Q2 2024. 675 funds tracked by Wall St. Rank hold MRNA as of Q4 2025.

  • Principal Securities reported no remaining Moderna position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,643 Moderna shares in Q4 2025, an estimated $68.3K.
  • Principal Securities first reported a position in Moderna in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Moderna position peaked at $237K in Q2 2024.
  • 675 funds tracked by Wall St. Rank held Moderna as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.