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 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	$3.67K	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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return