PWMG
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Private Wealth Management Group’s Moderna MRNA Stock Holding History

Private Wealth Management Group’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 		$6.3K Hold
124
– – ﹤0.01% 682
2025
Q4 		$3.66K Sell
124
-148
-54% -$4.02K ﹤0.01% 894
2025
Q3 		$7.03K Buy
272
+47
+21% +$1.31K ﹤0.01% 651
2025
Q2 		$6.21K Buy
225
+28
+14% +$737 ﹤0.01% 665
2025
Q1 		$5.58K Buy
197
+44
+29% +$1.56K ﹤0.01% 677
2024
Q4 		$6.36K Buy
153
+53
+53% +$2.53K ﹤0.01% 644
2024
Q3 		$6.68K Sell
100
-145
-59% -$13.3K ﹤0.01% 606
2024
Q2 		$29.1K Buy
245
+137
+127% +$17.3K 0.01% 221
2024
Q1 		$11.5K Buy
108
+54
+100% +$5.44K 0.01% 372
2023
Q4 		$5.37K Buy
+54
New +$4.54K ﹤0.01% 606

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return