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SVB Wealth’s Moderna MRNA Stock Holding History

SVB Wealth’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
-1,004
Closed -$28.5K – 1176
2025
Q1 		$28.5K Buy
+1,004
New +$35.6K ﹤0.01% 678
2024
Q3 		– Sell
-2,771
Closed -$329K – 383
2024
Q2 		$329K Sell
2,771
-611
-18% -$77.3K 0.01% 543
2024
Q1 		$360K Buy
3,382
+59
+2% +$5.95K 0.01% 569
2023
Q4 		$330K Buy
+3,323
New +$279K 0.01% 589
2023
Q2 		– Sell
-2,233
Closed -$343K – 975
2023
Q1 		$343K Sell
2,233
-1,519
-40% -$251K ﹤0.01% 669
2022
Q4 		$674K Buy
3,752
+975
+35% +$159K 0.01% 484
2022
Q3 		$329K Buy
2,777
+1,061
+62% +$161K ﹤0.01% 662
2022
Q2 		$245K Buy
1,716
+215
+14% +$30.7K ﹤0.01% 626
2022
Q1 		$258K Buy
1,501
+164
+12% +$27.6K ﹤0.01% 624
2021
Q4 		$340K Buy
1,337
+59
+5% +$17.3K 0.01% 544
2021
Q3 		$492K Buy
1,278
+189
+17% +$69.7K 0.01% 601
2021
Q2 		$256K Sell
1,089
-445
-29% -$79.5K ﹤0.01% 816
2021
Q1 		$201K Buy
+1,534
New +$222K ﹤0.01% 832

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

SVB Wealth's MRNA Position: Q2 2025 in Review

SVB Wealth sold out of Moderna (MRNA) in Q2 2025, closing a stake of 1,004 shares — an estimated $28.5K sold.

SVB Wealth first reported a position in MRNA in Q1 2021 and held it in 13 quarters. The position peaked at $674K in Q4 2022. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • SVB Wealth reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,004 Moderna shares in Q2 2025, an estimated $28.5K.
  • SVB Wealth first reported a position in Moderna in Q1 2021 and held it in 13 quarters.
  • SVB Wealth's Moderna position peaked at $674K in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.