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IMG Wealth Management’s Moderna MRNA Stock Holding History

IMG Wealth Management’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 		$4.27K Buy
61
+36
+144% +$1.86K ﹤0.01% 417
2026
Q1 		$1.27K Buy
25
+12
+92% +$560 ﹤0.01% 463
2025
Q4 		$383 Hold
13
– – ﹤0.01% 576
2025
Q3 		$336 Hold
13
– – ﹤0.01% 543
2025
Q2 		$359 Hold
13
– – ﹤0.01% 475
2025
Q1 		$369 Hold
13
– – ﹤0.01% 286
2024
Q4 		$541 Buy
+13
New +$621 ﹤0.01% 247

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

IMG Wealth Management's MRNA Position: Q2 2026 in Review

IMG Wealth Management increased its Moderna (MRNA) stake by 144% in Q2 2026, buying an estimated $1.86K and bringing the position to 61 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

IMG Wealth Management first reported a position in MRNA in Q4 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • IMG Wealth Management held 61 shares of Moderna worth $4.27K as of Q2 2026.
  • IMG Wealth Management bought 36 Moderna shares in Q2 2026, an estimated $1.86K.
  • Moderna made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #417 holding.
  • IMG Wealth Management first reported a position in Moderna in Q4 2024 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.