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IFP Advisors’s Moderna MRNA Stock Holding History

IFP Advisors’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 		$513K Sell
7,325
-824
-10% -$42.6K 0.01% 1028
2026
Q1 		$414K Buy
8,149
+1,364
+20% +$63.6K 0.01% 1042
2025
Q4 		$200K Buy
6,785
+348
+5% +$9.46K ﹤0.01% 1374
2025
Q3 		$166K Buy
6,437
+5,976
+1,296% +$167K ﹤0.01% 1382
2025
Q2 		$29.3K Buy
461
+24
+5% +$632 ﹤0.01% 2335
2025
Q1 		$14.2K Sell
437
-123
-22% -$4.37K ﹤0.01% 2444
2024
Q4 		$25.9K Sell
560
-55
-9% -$2.63K ﹤0.01% 2128
2024
Q3 		$41.1K Sell
615
-295
-32% -$27.1K ﹤0.01% 1821
2024
Q2 		$108K Buy
910
+582
+177% +$73.7K ﹤0.01% 1332
2024
Q1 		$35K Sell
328
-218
-40% -$22K ﹤0.01% 1724
2023
Q4 		$54.3K Sell
546
-288
-35% -$24.2K ﹤0.01% 1509
2023
Q3 		$86.1K Buy
834
+132
+19% +$14.7K ﹤0.01% 1331
2023
Q2 		$85.3K Sell
702
-90
-11% -$12K ﹤0.01% 1385
2023
Q1 		$14.7K Sell
792
-1,039
-57% -$171K ﹤0.01% 2143
2022
Q4 		$78K Sell
1,831
-1,488
-45% -$243K ﹤0.01% 1920
2022
Q3 		$144K Sell
3,319
-307
-8% -$46.6K ﹤0.01% 1615
2022
Q2 		$124K Hold
3,626
– – ﹤0.01% 1549
2022
Q1 		$124K Buy
3,626
+2,636
+266% +$444K ﹤0.01% 1549
2021
Q4 		$255K Sell
990
-14,118
-93% -$4.13M 0.01% 852
2021
Q3 		$5.81M Buy
15,108
+13,925
+1,177% +$5.14M 0.12% 98
2021
Q2 		$276K Buy
1,183
+269
+29% +$48.1K 0.01% 756
2021
Q1 		$118K Sell
914
-1,225
-57% -$178K ﹤0.01% 1096
2020
Q4 		$224K Sell
2,139
-26
-1% -$2.63K 0.01% 754
2020
Q3 		$150K Buy
2,165
+757
+54% +$52.8K 0.01% 816
2020
Q2 		$86K Sell
1,408
-1,226
-47% -$67.1K 0.01% 979
2020
Q1 		$74K Buy
2,634
+234
+10% +$5.38K 0.01% 962
2019
Q4 		$47K Buy
2,400
+800
+50% +$14.2K ﹤0.01% 1285
2019
Q3 		$25K Buy
+1,600
New +$23.6K ﹤0.01% 1671

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

IFP Advisors's MRNA Position: Q2 2026 in Review

IFP Advisors reduced its Moderna (MRNA) stake by 10% in Q2 2026, selling an estimated $42.6K and leaving 7,325 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #1028.

IFP Advisors first reported a position in MRNA in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.81M in Q3 2021. 777 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • IFP Advisors held 7,325 shares of Moderna worth $513K as of Q2 2026.
  • IFP Advisors sold 824 Moderna shares in Q2 2026, an estimated $42.6K.
  • Moderna made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1028 holding.
  • IFP Advisors first reported a position in Moderna in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's Moderna position peaked at $5.81M in Q3 2021.
  • 777 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.