West Branch Capital’s Moderna MRNA Stock Holding History

West Branch Capital’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	-42	Closed	-$1.19K	–	513
2025 Q1	$1.19K	Hold	42	–	–	﹤0.01%	409
2024 Q4	$1.75K	Sell	42 -59	-58%	-$2.82K	﹤0.01%	391
2024 Q3	$6.75K	Hold	101	–	–	﹤0.01%	312
2024 Q2	$12K	Hold	101	–	–	﹤0.01%	259
2024 Q1	$10.8K	Hold	101	–	–	﹤0.01%	270
2023 Q4	$10K	Hold	101	–	–	﹤0.01%	276
2023 Q3	$10.4K	Hold	101	–	–	0.01%	276
2023 Q2	$12.3K	Hold	101	–	–	0.01%	267
2023 Q1	$15.5K	Hold	101	–	–	0.01%	251
2022 Q4	$18.1K	Hold	101	–	–	0.01%	234
2022 Q3	$12K	Hold	101	–	–	0.01%	262
2022 Q2	$14K	Hold	101	–	–	0.01%	251
2022 Q1	$17K	Hold	101	–	–	0.01%	257
2021 Q4	$26K	Hold	101	–	–	0.01%	243
2021 Q3	$39K	Buy	101 +14	+16%	+$5.16K	0.02%	201
2021 Q2	$20K	Buy	+87	New	+$15.5K	0.01%	251

Other funds holding MRNA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

West Branch Capital's MRNA Position: Q2 2025 in Review

West Branch Capital sold out of Moderna (MRNA) in Q2 2025, closing a stake of 42 shares — an estimated $1.19K sold.

West Branch Capital first reported a position in MRNA in Q2 2021 and held it in 16 quarters. The position peaked at $39K in Q3 2021. 674 funds tracked by Wall St. Rank hold MRNA as of Q2 2025.

West Branch Capital reported no remaining Moderna position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 42 Moderna shares in Q2 2025, an estimated $1.19K.
West Branch Capital first reported a position in Moderna in Q2 2021 and held it in 16 quarters.
West Branch Capital's Moderna position peaked at $39K in Q3 2021.
674 funds tracked by Wall St. Rank held Moderna as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.