New England Research & Management’s Moderna MRNA Stock Holding History

New England Research & 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	$480K	Buy	+6,850	New	+$354K	0.19%	102
2022 Q1	–	Sell	-2,123	Closed	-$539K	–	183
2021 Q4	$539K	Sell	2,123 -428	-17%	-$125K	0.26%	106
2021 Q3	$982K	Sell	2,551 -149	-6%	-$55K	0.51%	69
2021 Q2	$634K	Buy	2,700 +1,150	+74%	+$206K	0.33%	101
2021 Q1	$203K	Sell	1,550 -4,100	-73%	-$594K	0.11%	166
2020 Q4	$590K	Buy	+5,650	New	+$572K	0.36%	90

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) 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 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 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New England Research & Management's MRNA Position: Q2 2026 in Review

New England Research & Management opened a new position in Moderna (MRNA) in Q2 2026: 6,850 shares worth $480K. The stake represents 0.19% of the portfolio and ranks #102 among its holdings. This is a return to the name: New England Research & Management previously reported a position in MRNA as recently as Q4 2021.

New England Research & Management first reported a position in MRNA in Q4 2020 and has held it in 6 quarters since. The position peaked at $982K in Q3 2021. 174 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

New England Research & Management held 6,850 shares of Moderna worth $480K as of Q2 2026.
Moderna was a new New England Research & Management position in Q2 2026.
Moderna made up 0.19% of New England Research & Management's portfolio in Q2 2026, its #102 holding.
New England Research & Management first reported a position in Moderna in Q4 2020 and has held it in 6 quarters since.
New England Research & Management's Moderna position peaked at $982K in Q3 2021.
174 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.