Carolina Wealth Advisors »

Moderna shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moderna by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $339 12 28.33
2024-12-31 $498 12 41.58

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Dell Technologies Inc Cl C Stock (DELL)
Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Fastenal Stock (FAST)
Guess Stock (GES)
Mosaic Stock (MOS)
Dicks Sporting Goods Stock (DKS)
Novo-nordisk A S Adr (NVO)
Verizon Communications Stock (VZ)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
RPC Stock (RES)
Ford Mtr Stock (F)

View all positions for Carolina Wealth Advisors

Top funds holding Moderna

Vanguard Group
BlackRock
Baillie Gifford & Co
State Street Corporation
Susquehanna International
Citadel Advisors
FMR
D. E. Shaw & Co
UBS Group
Geode Capital Management
Jane Street
Squarepoint Ops
Invesco
Morgan Stanley
Theleme Partners

View all funds holding Moderna