Unique Wealth Strategies’s Moderna MRNA Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-87	Closed	-$9.27K	–	497
2024 Q2	$9.27K	Buy	+87	New	+$11K	﹤0.01%	321

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unique Wealth Strategies's MRNA Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Moderna (MRNA) in Q3 2024, closing a stake of 87 shares — an estimated $9.27K sold.

Unique Wealth Strategies first reported a position in MRNA in Q2 2024 and held it in 1 quarter. The position peaked at $9.27K in Q2 2024. 788 funds tracked by Wall St. Rank hold MRNA as of Q3 2024.

Unique Wealth Strategies reported no remaining Moderna position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 87 Moderna shares in Q3 2024, an estimated $9.27K.
Unique Wealth Strategies first reported a position in Moderna in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Moderna position peaked at $9.27K in Q2 2024.
788 funds tracked by Wall St. Rank held Moderna as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.