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Aspen Investment Management’s Moderna MRNA Stock Holding History

Aspen 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
2026
Q2 		$686K Sell
9,790
-1,600
-14% -$82.8K 0.18% 115
2026
Q1 		$579K Buy
+11,390
New +$531K 0.18% 118

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Aspen Investment Management's MRNA Position: Q2 2026 in Review

Aspen Investment Management reduced its Moderna (MRNA) stake by 14% in Q2 2026, selling an estimated $82.8K and leaving 9,790 shares worth $686K. The position accounts for 0.18% of the portfolio, ranked #115.

Aspen Investment Management first reported a position in MRNA in Q1 2026 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Aspen Investment Management held 9,790 shares of Moderna worth $686K as of Q2 2026.
  • Aspen Investment Management sold 1,600 Moderna shares in Q2 2026, an estimated $82.8K.
  • Moderna made up 0.18% of Aspen Investment Management's portfolio in Q2 2026, its #115 holding.
  • Aspen Investment Management first reported a position in Moderna in Q1 2026 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.