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IFG Advisory’s Moderna MRNA Stock Holding History

IFG Advisory’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 		$275K Buy
+3,925
New +$203K 0.01% 773
2026
Q1 		– Sell
-12,256
Closed -$361K – 688
2025
Q4 		$361K Buy
+12,256
New +$333K 0.02% 586

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

IFG Advisory's MRNA Position: Q2 2026 in Review

IFG Advisory opened a new position in Moderna (MRNA) in Q2 2026: 3,925 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: IFG Advisory previously reported a position in MRNA as recently as Q4 2025.

IFG Advisory first reported a position in MRNA in Q4 2025 and has held it in 2 quarters since. The position peaked at $361K in Q4 2025. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • IFG Advisory held 3,925 shares of Moderna worth $275K as of Q2 2026.
  • Moderna was a new IFG Advisory position in Q2 2026.
  • Moderna made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #773 holding.
  • IFG Advisory first reported a position in Moderna in Q4 2025 and has held it in 2 quarters since.
  • IFG Advisory's Moderna position peaked at $361K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.