AA
MRNA icon

Aufman Associates’s Moderna MRNA Stock Holding History

Aufman Associates’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 		$2.75M Buy
56,998
+13,798
+32% +$644K 1.35% 10
2025
Q4 		$1.27M Buy
43,200
+25,691
+147% +$698K 0.65% 15
2025
Q3 		$452K Buy
17,509
+1,318
+8% +$36.8K 0.25% 36
2025
Q2 		$440K Buy
16,191
+1,317
+9% +$34.7K 0.27% 35
2025
Q1 		$463K Buy
14,874
+3,808
+34% +$135K 0.32% 30
2024
Q4 		$460K Buy
11,066
+2,299
+26% +$110K 0.31% 30
2024
Q3 		$586K Buy
8,767
+2,261
+35% +$208K 0.38% 25
2024
Q2 		$773K Buy
6,506
+2,206
+51% +$279K 0.55% 18
2024
Q1 		$458K Buy
+4,300
New +$433K 0.32% 23

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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 $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aufman Associates's MRNA Position: Q1 2026 in Review

Aufman Associates increased its Moderna (MRNA) stake by 32% in Q1 2026, buying an estimated $644K and bringing the position to 56,998 shares worth $2.75M. The position accounts for 1.35% of the portfolio, ranked #10.

Aufman Associates first reported a position in MRNA in Q1 2024 and has held it in 9 quarters since. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Aufman Associates held 56,998 shares of Moderna worth $2.75M as of Q1 2026.
  • Aufman Associates bought 13,798 Moderna shares in Q1 2026, an estimated $644K.
  • Moderna made up 1.35% of Aufman Associates's portfolio in Q1 2026, its #10 holding.
  • Aufman Associates first reported a position in Moderna in Q1 2024 and has held it in 9 quarters since.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.