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Ipswich Investment Management’s Moderna MRNA Stock Holding History

Ipswich 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 		$304K Buy
+4,335
New +$224K 0.06% 155
2026
Q1 		– Sell
-8,435
Closed -$249K – 195
2025
Q4 		$249K Sell
8,435
-600
-7% -$16.3K 0.06% 165
2025
Q3 		$233K Hold
9,035
– – 0.05% 171
2025
Q2 		$249K Buy
+9,035
New +$238K 0.06% 164
2024
Q4 		– Sell
-4,795
Closed -$320K – 196
2024
Q3 		$320K Sell
4,795
-1,235
-20% -$113K 0.07% 152
2024
Q2 		$716K Sell
6,030
-238
-4% -$30.1K 0.17% 103
2024
Q1 		$668K Sell
6,268
-695
-10% -$70.1K 0.16% 112
2023
Q4 		$692K Sell
6,963
-7,205
-51% -$606K 0.18% 106
2023
Q3 		$1.46M Sell
14,168
-645
-4% -$71.9K 0.4% 63
2023
Q2 		$1.8M Sell
14,813
-470
-3% -$62.7K 0.47% 58
2023
Q1 		$2.35M Sell
15,283
-162
-1% -$26.7K 0.64% 47
2022
Q4 		$2.77M Sell
15,445
-138
-0.9% -$22.6K 0.79% 42
2022
Q3 		$1.84M Sell
15,583
-835
-5% -$127K 0.59% 52
2022
Q2 		$2.35M Sell
16,418
-283
-2% -$40.5K 0.67% 45
2022
Q1 		$2.88M Buy
16,701
+1,207
+8% +$203K 0.71% 47
2021
Q4 		$3.94M Buy
15,494
+3,845
+33% +$1.12M 0.92% 36
2021
Q3 		$4.48M Sell
11,649
-617
-5% -$228K 1.15% 22
2021
Q2 		$2.88M Buy
12,266
+5,906
+93% +$1.06M 0.74% 48
2021
Q1 		$833K Buy
+6,360
New +$922K 0.23% 100

Other funds holding MRNA

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Ipswich Investment Management opened a new position in Moderna (MRNA) in Q2 2026: 4,335 shares worth $304K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: Ipswich Investment Management previously reported a position in MRNA as recently as Q4 2025.

Ipswich Investment Management first reported a position in MRNA in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.48M in Q3 2021. 168 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Ipswich Investment Management held 4,335 shares of Moderna worth $304K as of Q2 2026.
  • Moderna was a new Ipswich Investment Management position in Q2 2026.
  • Moderna made up 0.06% of Ipswich Investment Management's portfolio in Q2 2026, its #155 holding.
  • Ipswich Investment Management first reported a position in Moderna in Q1 2021 and has held it in 19 quarters since.
  • Ipswich Investment Management's Moderna position peaked at $4.48M in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.