Aufman Associates
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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
Q3 		– Sell
-65,687
Closed -$4.58M – 70
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

Citigroup
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Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Aufman Associates's MRNA Position: Q3 2026 in Review

Aufman Associates sold out of Moderna (MRNA) in Q3 2026, closing a stake of 65,687 shares — an estimated $4.58M sold.

Aufman Associates first reported a position in MRNA in Q1 2024 and held it in 10 quarters. The position peaked at $4.58M in Q2 2026. 447 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Aufman Associates reported no remaining Moderna position as of Q3 2026 after selling out during the quarter.
  • Aufman Associates sold 65,687 Moderna shares in Q3 2026, an estimated $4.58M.
  • Aufman Associates first reported a position in Moderna in Q1 2024 and held it in 10 quarters.
  • Aufman Associates's Moderna position peaked at $4.58M in Q2 2026.
  • 447 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.