Winch Advisory Services’s Moderna MRNA Stock Holding History

Winch Advisory Services’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
2026 Q1	$356	Hold	7	–	–	﹤0.01%	485
2025 Q4	$206	Hold	7	–	–	﹤0.01%	486
2025 Q3	$181	Hold	7	–	–	﹤0.01%	490
2025 Q2	$193	Hold	7	–	–	﹤0.01%	481
2025 Q1	$198	Hold	7	–	–	﹤0.01%	477
2024 Q4	$291	Hold	7	–	–	﹤0.01%	522
2024 Q3	$468	Hold	7	–	–	﹤0.01%	425
2024 Q2	$831	Hold	7	–	–	﹤0.01%	405
2024 Q1	$746	Hold	7	–	–	﹤0.01%	402
2023 Q4	$696	Hold	7	–	–	﹤0.01%	398
2023 Q3	$1K	Sell	7 -125	-95%	-$13.9K	﹤0.01%	399
2023 Q2	$16K	Hold	132	–	–	0.01%	212
2023 Q1	$20K	Hold	132	–	–	0.01%	191
2022 Q4	$24K	Hold	132	–	–	0.01%	175
2022 Q3	$16K	Hold	132	–	–	0.01%	186
2022 Q2	$19K	Sell	132 -95	-42%	-$13.6K	0.01%	181
2022 Q1	$39K	Hold	227	–	–	0.01%	148
2021 Q4	$58K	Hold	227	–	–	0.02%	127
2021 Q3	$87K	Buy	227 +95	+72%	+$35K	0.03%	97
2021 Q2	$31K	Buy	132 +125	+1,786%	+$22.3K	0.01%	158
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	427
2020 Q4	$1K	Buy	+7	New	+$708	﹤0.01%	408

Other funds holding MRNA

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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