Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Moderna MRNA Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-12,080
Closed -$312K – 997
2025
Q3 		$312K Buy
12,080
+2,978
+33% +$83.1K ﹤0.01% 1188
2025
Q2 		$251K Buy
+9,102
New +$240K ﹤0.01% 1199
2025
Q1 		– Sell
-7,861
Closed -$327K – 1290
2024
Q4 		$327K Sell
7,861
-40,902
-84% -$1.95M ﹤0.01% 1017
2024
Q3 		$3.13M Buy
48,763
+1,684
+4% +$155K 0.02% 419
2024
Q2 		$5.59M Buy
47,079
+11,510
+32% +$1.46M 0.05% 268
2024
Q1 		$3.79M Buy
35,569
+1,130
+3% +$114K 0.05% 234
2023
Q4 		$3.42M Sell
34,439
-3,605
-9% -$303K 0.06% 197
2023
Q3 		$3.93M Sell
38,044
-1,627
-4% -$181K 0.07% 176
2023
Q2 		$4.82M Sell
39,671
-2,029
-5% -$271K 0.07% 160
2023
Q1 		$6.4M Buy
41,700
+454
+1% +$74.9K 0.11% 117
2022
Q4 		$7.41M Buy
41,246
+937
+2% +$153K 0.15% 97
2022
Q3 		$4.77M Buy
40,309
+76
+0.2% +$11.5K 0.11% 147
2022
Q2 		$5.75M Buy
40,233
+912
+2% +$130K 0.13% 125
2022
Q1 		$6.77M Buy
+39,321
New +$6.62M 0.13% 118
2021
Q3 		– Sell
-1,057
Closed -$248K – 443
2021
Q2 		$248K Buy
+1,057
New +$189K ﹤0.01% 393

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kovitz Investment Group Partners's MRNA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Moderna (MRNA) in Q4 2025, closing a stake of 12,080 shares — an estimated $312K sold.

Kovitz Investment Group Partners first reported a position in MRNA in Q2 2021 and held it in 15 quarters. The position peaked at $7.41M in Q4 2022. 673 funds tracked by Wall St. Rank hold MRNA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Moderna position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,080 Moderna shares in Q4 2025, an estimated $312K.
  • Kovitz Investment Group Partners first reported a position in Moderna in Q2 2021 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Moderna position peaked at $7.41M in Q4 2022.
  • 673 funds tracked by Wall St. Rank held Moderna as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.