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Wittenberg Investment Management’s Moderna MRNA Stock Holding History

Wittenberg 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 		$2.28M Sell
32,500
-1,000
-3% -$51.7K 0.78% 23
2026
Q1 		$1.7M Hold
33,500
– – 0.63% 27
2025
Q4 		$988K Buy
+33,500
New +$910K 0.38% 41

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

Wittenberg Investment Management reduced its Moderna (MRNA) stake by 3% in Q2 2026, selling an estimated $51.7K and leaving 32,500 shares worth $2.28M. The position accounts for 0.78% of the portfolio, ranked #23.

Wittenberg Investment Management first reported a position in MRNA in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • Wittenberg Investment Management held 32,500 shares of Moderna worth $2.28M as of Q2 2026.
  • Wittenberg Investment Management sold 1,000 Moderna shares in Q2 2026, an estimated $51.7K.
  • Moderna made up 0.78% of Wittenberg Investment Management's portfolio in Q2 2026, its #23 holding.
  • Wittenberg Investment Management first reported a position in Moderna in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on Wittenberg Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.