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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
Q2 		$4.58M Buy
65,687
+8,689
+15% +$450K 1.82% 8
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 $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

Aufman Associates's MRNA Position: Q2 2026 in Review

Aufman Associates increased its Moderna (MRNA) stake by 15% in Q2 2026, buying an estimated $450K and bringing the position to 65,687 shares worth $4.58M. The position accounts for 1.82% of the portfolio, ranked #8.

Aufman Associates first reported a position in MRNA in Q1 2024 and has held it in 10 quarters since. 783 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Aufman Associates held 65,687 shares of Moderna worth $4.58M as of Q2 2026.
  • Aufman Associates bought 8,689 Moderna shares in Q2 2026, an estimated $450K.
  • Moderna made up 1.82% of Aufman Associates's portfolio in Q2 2026, its #8 holding.
  • Aufman Associates first reported a position in Moderna in Q1 2024 and has held it in 10 quarters since.
  • 783 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.