Cerity Partners
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Cerity Partners’s Moderna MRNA Stock Holding History

Cerity Partners’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 		$1.89M Buy
37,150
+9,344
+34% +$436K ﹤0.01% 1522
2025
Q4 		$820K Buy
27,806
+15,383
+124% +$418K ﹤0.01% 1813
2025
Q3 		$321K Buy
+12,423
New +$347K ﹤0.01% 2232
2025
Q1 		– Sell
-8,343
Closed -$487K – 2567
2024
Q4 		$487K Sell
8,343
-5,426
-39% -$259K ﹤0.01% 1779
2024
Q3 		$920K Buy
13,769
+900
+7% +$82.6K ﹤0.01% 1440
2024
Q2 		$1.53M Sell
12,869
-2,141
-14% -$271K ﹤0.01% 1041
2024
Q1 		$1.6M Buy
15,010
+9,384
+167% +$946K ﹤0.01% 1072
2023
Q4 		$560K Buy
5,626
+2,903
+107% +$244K ﹤0.01% 1223
2023
Q3 		$281K Sell
2,723
-2,612
-49% -$291K ﹤0.01% 1172
2023
Q2 		$648K Buy
5,335
+1,192
+29% +$159K ﹤0.01% 1080
2023
Q1 		$632K Sell
4,143
-3,149
-43% -$519K ﹤0.01% 1181
2022
Q4 		$1.31M Buy
7,292
+1,575
+28% +$258K 0.01% 624
2022
Q3 		$676K Sell
5,717
-574
-9% -$87.1K 0.01% 609
2022
Q2 		$898K Buy
6,291
+2,352
+60% +$336K 0.01% 574
2022
Q1 		$679K Buy
3,939
+229
+6% +$38.6K 0.01% 526
2021
Q4 		$947K Buy
3,710
+1,427
+63% +$417K 0.01% 449
2021
Q3 		$879K Buy
2,283
+283
+14% +$104K 0.02% 379
2021
Q2 		$470K Sell
2,000
-10
-0.5% -$1.79K 0.01% 483
2021
Q1 		$263K Buy
+2,010
New +$291K 0.01% 591

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

Cerity Partners's MRNA Position: Q1 2026 in Review

Cerity Partners increased its Moderna (MRNA) stake by 34% in Q1 2026, buying an estimated $436K and bringing the position to 37,150 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Cerity Partners first reported a position in MRNA in Q1 2021 and has held it in 19 quarters since. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Cerity Partners held 37,150 shares of Moderna worth $1.89M as of Q1 2026.
  • Cerity Partners bought 9,344 Moderna shares in Q1 2026, an estimated $436K.
  • Moderna made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1522 holding.
  • Cerity Partners first reported a position in Moderna in Q1 2021 and has held it in 19 quarters since.
  • 722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.