IFS Advisors’s Moderna MRNA Stock Holding History

IFS 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 Q3	$10.6K	Hold	55	–	–	﹤0.01%	307
2026 Q2	$3.85K	Hold	55	–	–	﹤0.01%	162
2026 Q1	$2.79K	Hold	55	–	–	﹤0.01%	172
2025 Q4	$1.62K	Hold	55	–	–	﹤0.01%	162
2025 Q3	$1.42K	Hold	55	–	–	﹤0.01%	155
2025 Q2	$1.52K	Hold	55	–	–	﹤0.01%	147
2025 Q1	$1.56K	Hold	55	–	–	﹤0.01%	167
2024 Q4	$2.29K	Hold	55	–	–	﹤0.01%	143
2024 Q3	$3.68K	Hold	55	–	–	﹤0.01%	103
2024 Q2	$6.53K	Hold	55	–	–	0.01%	83
2024 Q1	$5.86K	Hold	55	–	–	0.01%	85
2023 Q4	$5.47K	Hold	55	–	–	0.01%	81
2023 Q3	$5.68K	Hold	55	–	–	0.01%	74
2023 Q2	$6.68K	Sell	55 -55	-50%	-$7.34K	0.02%	71
2023 Q1	$16.9K	Hold	110	–	–	0.07%	36
2022 Q4	$19.8K	Hold	110	–	–	0.03%	35
2022 Q3	$13K	Hold	110	–	–	0.02%	39
2022 Q2	$15K	Hold	110	–	–	0.04%	38
2022 Q1	$18K	Hold	110	–	–	0.02%	41
2021 Q4	$27K	Buy	+110	New	+$32.2K	0.02%	45
2021 Q1	–	Sell	-110	Closed	-$11K	–	103
2020 Q4	$11K	Buy	+110	New	+$11.1K	0.01%	100

Other funds holding MRNA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Theleme Partners London, United Kingdom $2.62B AUM 125.04% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

IFS Advisors's MRNA Position: Q3 2026 in Review

IFS Advisors held its Moderna (MRNA) position steady in Q3 2026 at 55 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

IFS Advisors first reported a position in MRNA in Q4 2020 and has held it in 21 quarters since. The position peaked at $27K in Q4 2021. 858 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

IFS Advisors held 55 shares of Moderna worth $10.6K as of Q3 2026.
IFS Advisors left its Moderna share count unchanged in Q3 2026.
Moderna made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #307 holding.
IFS Advisors first reported a position in Moderna in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Moderna position peaked at $27K in Q4 2021.
858 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.