IMA Advisory Services’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.9K Buy
70
+25
+56% +$1.29K ﹤0.01% 913
2026
Q1
$2.29K Buy
+45
New +$2.1K ﹤0.01% 615
2023
Q1
– Sell
-68
Closed -$12.2K – 330
2022
Q4
$12.2K Buy
+68
New +$11.1K ﹤0.01% 249

Other funds holding MRNA

IMA Advisory Services's MRNA Position: Q2 2026 in Review

IMA Advisory Services increased its Moderna (MRNA) stake by 56% in Q2 2026, buying an estimated $1.29K and bringing the position to 70 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

IMA Advisory Services first reported a position in MRNA in Q4 2022 and has held it in 3 quarters since. The position peaked at $12.2K in Q4 2022. 784 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • IMA Advisory Services held 70 shares of Moderna worth $4.9K as of Q2 2026.
  • IMA Advisory Services bought 25 Moderna shares in Q2 2026, an estimated $1.29K.
  • Moderna made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #913 holding.
  • IMA Advisory Services first reported a position in Moderna in Q4 2022 and has held it in 3 quarters since.
  • IMA Advisory Services's Moderna position peaked at $12.2K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.