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Westside Investment Management’s Moderna MRNA Stock Holding History

Westside Investment Management’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
Q3 		– Sell
-554
Closed -$15.9K – 1411
2025
Q2 		$15.9K Buy
554
+254
+85% +$6.69K ﹤0.01% 765
2025
Q1 		$8.15K Hold
300
– – ﹤0.01% 708
2024
Q4 		$12.5K Hold
300
– – ﹤0.01% 646
2024
Q3 		$28.3K Hold
300
– – 0.01% 502
2024
Q2 		$35.6K Hold
300
– – 0.01% 440
2024
Q1 		$31.7K Buy
+300
New +$30.2K 0.01% 445
2022
Q2 		– Sell
-70
Closed -$12 – 822
2022
Q1 		$12 Hold
70
– – ﹤0.01% 593
2021
Q4 		$17 Hold
70
– – ﹤0.01% 524
2021
Q3 		$26 Sell
70
-64
-48% -$23.6K ﹤0.01% 459
2021
Q2 		$31 Hold
134
– – ﹤0.01% 423
2021
Q1 		$17 Buy
+134
New +$19.4K ﹤0.01% 481

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Westside Investment Management's MRNA Position: Q3 2025 in Review

Westside Investment Management sold out of Moderna (MRNA) in Q3 2025, closing a stake of 554 shares — an estimated $15.9K sold.

Westside Investment Management first reported a position in MRNA in Q1 2021 and held it in 11 quarters. The position peaked at $35.6K in Q2 2024. 643 funds tracked by Wall St. Rank hold MRNA as of Q3 2025.

  • Westside Investment Management reported no remaining Moderna position as of Q3 2025 after selling out during the quarter.
  • Westside Investment Management sold 554 Moderna shares in Q3 2025, an estimated $15.9K.
  • Westside Investment Management first reported a position in Moderna in Q1 2021 and held it in 11 quarters.
  • Westside Investment Management's Moderna position peaked at $35.6K in Q2 2024.
  • 643 funds tracked by Wall St. Rank held Moderna as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.