WANY
MRNA icon

Wealthspire Advisors (New York)’s Moderna MRNA Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-311
Closed -$8.02K – 2176
2025
Q3 		$8.02K Buy
+311
New +$8.68K ﹤0.01% 2131
2024
Q3 		– Sell
-2,605
Closed -$309K – 766
2024
Q2 		$309K Sell
2,605
-120
-4% -$15.2K ﹤0.01% 533
2024
Q1 		$290K Sell
2,725
-303
-10% -$30.5K ﹤0.01% 527
2023
Q4 		$301K Sell
3,028
-261
-8% -$22K ﹤0.01% 526
2023
Q3 		$340K Buy
3,289
+1,546
+89% +$172K 0.01% 463
2023
Q2 		$212K Buy
1,743
+429
+33% +$57.2K ﹤0.01% 518
2023
Q1 		$202K Sell
1,314
-496
-27% -$81.8K ﹤0.01% 505
2022
Q4 		$325K Buy
+1,810
New +$296K 0.01% 442
2022
Q2 		– Sell
-1,175
Closed -$202K – 511
2022
Q1 		$202K Buy
+1,175
New +$198K ﹤0.01% 415
2021
Q4 		– Sell
-578
Closed -$222K – 594
2021
Q3 		$222K Buy
+578
New +$213K ﹤0.01% 527
2021
Q2 		– Sell
-2,870
Closed -$376K – 554
2021
Q1 		$376K Buy
+2,870
New +$416K 0.01% 480

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wealthspire Advisors (New York)'s MRNA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Moderna (MRNA) in Q4 2025, closing a stake of 311 shares — an estimated $8.02K sold.

Wealthspire Advisors (New York) first reported a position in MRNA in Q1 2021 and held it in 11 quarters. The position peaked at $376K in Q1 2021. 673 funds tracked by Wall St. Rank hold MRNA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Moderna position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 311 Moderna shares in Q4 2025, an estimated $8.02K.
  • Wealthspire Advisors (New York) first reported a position in Moderna in Q1 2021 and held it in 11 quarters.
  • Wealthspire Advisors (New York)'s Moderna position peaked at $376K in Q1 2021.
  • 673 funds tracked by Wall St. Rank held Moderna as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.