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Moderna shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Moderna (MRNA) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Moderna

Tip: Access up to 7 years of quarterly data

All positions including Moderna held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moderna by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7k 300 25.83
2025-06-30 $8.3k 300 27.59
2025-03-31 $8.5k 300 28.35
2024-12-31 $8.3k 200 41.58

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Cohen & Steers Etf Trust Real Estate Acti (CSRE)
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)

View all positions for New England Capital Financial 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