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Trifecta Capital Advisors’s Moderna MRNA Stock Holding History

Trifecta Capital Advisors’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
-25
Closed -$709 – 496
2025
Q1 		$709 Buy
+25
New +$887 ﹤0.01% 401
2024
Q4 		– Sell
-14
Closed -$936 – 418
2024
Q3 		$936 Hold
14
– – ﹤0.01% 380
2024
Q2 		$1.66K Hold
14
– – ﹤0.01% 332
2024
Q1 		$1.49K Hold
14
– – ﹤0.01% 337
2023
Q4 		$1.39K Buy
+14
New +$1.18K ﹤0.01% 364
2023
Q3 		– Sell
-13
Closed -$1.58K – 435
2023
Q2 		$1.58K Buy
+13
New +$1.73K ﹤0.01% 332
2023
Q1 		– Sell
-6
Closed -$1.08K – 439
2022
Q4 		$1.08K Buy
+6
New +$981 ﹤0.01% 371

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

Trifecta Capital Advisors's MRNA Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Moderna (MRNA) in Q2 2025, closing a stake of 25 shares — an estimated $709 sold.

Trifecta Capital Advisors first reported a position in MRNA in Q4 2022 and held it in 7 quarters. The position peaked at $1.66K in Q2 2024. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

  • Trifecta Capital Advisors reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 25 Moderna shares in Q2 2025, an estimated $709.
  • Trifecta Capital Advisors first reported a position in Moderna in Q4 2022 and held it in 7 quarters.
  • Trifecta Capital Advisors's Moderna position peaked at $1.66K in Q2 2024.
  • 674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.