MRNA MODERNA INC

Ownership history in SHELL ASSET MANAGEMENT CO  ·  21 quarters on record

AI Ownership Summary

SHELL ASSET MANAGEMENT CO reported MODERNA INC (MRNA) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 0.02% in 2023 Q3. The latest visible filing shows MRNA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHELL ASSET MANAGEMENT CO's position in MODERNA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

MRNA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SHELL ASSET MANAGEMENT CO held MRNA — position size vs. price
% of Fund (quarterly)    MRNA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 464 -531 -53.4% 0.00% $13K 2025-07-23 $34.67
2025 Q1 UNCHANGED 995 0% 0.00% $28K 2025-05-14 $24.02
2024 Q4 UNCHANGED 995 0% 0.00% $41K 2025-02-14 $32.99
2024 Q3 UNCHANGED 995 0% 0.00% $66K 2024-11-07 $50.28
2024 Q2 ADDED 995 +149 +17.6% 0.01% $118K 2024-07-25 $120.40
2024 Q1 REDUCED 846 -843 -49.9% 0.00% $90K 2024-05-14 $128.32
2023 Q4 REDUCED 1,689 -4,160 -71.1% 0.01% $168K 2024-02-14 $85.95
2023 Q3 ADDED 5,849 +71 +1.2% 0.02% $604K 2023-11-08 $71.34
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHELL ASSET MANAGEMENT CO and MRNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHELL ASSET MANAGEMENT CO reported owning MRNA?

SHELL ASSET MANAGEMENT CO reported MRNA across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported MRNA position in SHELL ASSET MANAGEMENT CO's portfolio?

The largest reported portfolio weight for MRNA was 0.02% in 2023 Q3.

What is the latest reported MRNA position on this page?

The most recent filing on this page is 2025 Q2, when SHELL ASSET MANAGEMENT CO reported 464 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this MRNA ownership page compare?

The chart compares SHELL ASSET MANAGEMENT CO's quarterly MRNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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