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Jefferies Financial Group’s Moderna MRNA Stock Holding History

Jefferies Financial Group’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
2025
Q2 		– Sell
-17,400
Closed -$493K – 1635
2025
Q1 		$493K Buy
17,400
+5,400
+45% +$192K ﹤0.01% 1048
2024
Q4 		$499K Buy
12,000
+10,800
+900% +$516K ﹤0.01% 1104
2024
Q3 		$80.2K Sell
1,200
-19,300
-94% -$1.77M ﹤0.01% 1320
2024
Q2 		$2.43M Sell
20,500
-18,200
-47% -$2.3M 0.03% 484
2024
Q1 		$4.12M Buy
+38,700
New +$3.9M 0.04% 359

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

Jefferies Financial Group's MRNA Position: Q1 2026 in Review

Jefferies Financial Group reduced its Moderna (MRNA) stake by 58% in Q1 2026, selling an estimated $1.24M and leaving 19,000 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #938.

Jefferies Financial Group first reported a position in MRNA in Q2 2023 and has held it in 12 quarters since. The position peaked at $47.3M in Q1 2024. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Jefferies Financial Group held 19,000 shares of Moderna worth $965K as of Q1 2026.
  • Jefferies Financial Group sold 26,670 Moderna shares in Q1 2026, an estimated $1.24M.
  • Moderna made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #938 holding.
  • Jefferies Financial Group first reported a position in Moderna in Q2 2023 and has held it in 12 quarters since.
  • Jefferies Financial Group's Moderna position peaked at $47.3M in Q1 2024.
  • 722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.