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 Q3	$681K	Sell	3,535 -390	-10%	-$42K	0.02%	527
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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

IFG Advisory's MRNA Position: Q3 2026 in Review

IFG Advisory reduced its Moderna (MRNA) stake by 9.9% in Q3 2026, selling an estimated $42K and leaving 3,535 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #527.

IFG Advisory first reported a position in MRNA in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

IFG Advisory held 3,535 shares of Moderna worth $681K as of Q3 2026.
IFG Advisory sold 390 Moderna shares in Q3 2026, an estimated $42K.
Moderna made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #527 holding.
IFG Advisory first reported a position in Moderna in Q4 2025 and has held it in 3 quarters since.
573 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.