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Stonebridge Financial Group (Pennsylvania)’s Moderna MRNA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-200
Closed -$5.67K – 655
2025
Q1 		$5.67K Buy
200
+150
+300% +$5.32K ﹤0.01% 687
2024
Q4 		$2.08K Buy
+50
New +$2.39K ﹤0.01% 744

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MRNA Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Moderna (MRNA) in Q2 2025, closing a stake of 200 shares — an estimated $5.67K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in MRNA in Q4 2024 and held it in 2 quarters. The position peaked at $5.67K in Q1 2025. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 200 Moderna shares in Q2 2025, an estimated $5.67K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Moderna in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Moderna position peaked at $5.67K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.