Neumann Advisory (HK)’s Moderna MRNA Stock Holding History

Neumann Advisory (HK)’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	–	Sell	-21,285	Closed	-$628K	–	7
2025 Q4	$628K	Hold	21,285	–	–	0.17%	7
2025 Q3	$550K	Hold	21,285	–	–	0.14%	8
2025 Q2	$587K	Hold	21,285	–	–	0.21%	8
2025 Q1	$603K	Hold	21,285	–	–	0.26%	9
2024 Q4	$885K	Hold	21,285	–	–	0.26%	9
2024 Q3	$1.42M	Hold	21,285	–	–	0.58%	10
2024 Q2	$2.53M	Sell	21,285 -822	-4%	-$104K	1.2%	8
2024 Q1	$2.36M	Hold	22,107	–	–	1.16%	7
2023 Q4	$2.2M	Hold	22,107	–	–	0.84%	9
2023 Q3	$2.28M	Hold	22,107	–	–	0.92%	9
2023 Q2	$2.69M	Hold	22,107	–	–	1.03%	8
2023 Q1	$3.4M	Sell	22,107 -10,960	-33%	-$1.81M	1.49%	8
2022 Q4	$5.94M	Hold	33,067	–	–	3.65%	6
2022 Q3	$3.91M	Hold	33,067	–	–	1.37%	9
2022 Q2	$4.72M	Hold	33,067	–	–	1.55%	9
2022 Q1	$5.7M	Sell	33,067 -1,000	-3%	-$168K	1.26%	9
2021 Q4	$8.65M	Hold	34,067	–	–	1.5%	9
2021 Q3	$13.1M	Hold	34,067	–	–	2.34%	8
2021 Q2	$8.01M	Hold	34,067	–	–	1.29%	9
2021 Q1	$4.46M	Buy	+34,067	New	+$4.94M	0.79%	10

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neumann Advisory (HK)'s MRNA Position: Q1 2026 in Review

Neumann Advisory (HK) sold out of Moderna (MRNA) in Q1 2026, closing a stake of 21,285 shares — an estimated $628K sold.

Neumann Advisory (HK) first reported a position in MRNA in Q1 2021 and held it in 20 quarters. The position peaked at $13.1M in Q3 2021. 722 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

Neumann Advisory (HK) reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
Neumann Advisory (HK) sold 21,285 Moderna shares in Q1 2026, an estimated $628K.
Neumann Advisory (HK) first reported a position in Moderna in Q1 2021 and held it in 20 quarters.
Neumann Advisory (HK)'s Moderna position peaked at $13.1M in Q3 2021.
722 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Neumann Advisory (HK)'s 13F filing for Q1 2026, filed 14 Apr 2026.