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Innovative Advisory Group, LLC’s Moderna MRNA Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-203
Closed -$5.99K – 148
2025
Q4 		$5.99K Hold
203
– – ﹤0.01% 151
2025
Q3 		$5.24K Hold
203
– – ﹤0.01% 159
2025
Q2 		$5.6K Hold
203
– – ﹤0.01% 151
2025
Q1 		$5.75K Hold
203
– – 0.01% 127
2024
Q4 		$8.44K Buy
+203
New +$9.7K 0.01% 111

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Advisory Group, LLC's MRNA Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Moderna (MRNA) in Q1 2026, closing a stake of 203 shares — an estimated $5.99K sold.

Innovative Advisory Group, LLC first reported a position in MRNA in Q4 2024 and held it in 5 quarters. The position peaked at $8.44K in Q4 2024. 726 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Moderna position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 203 Moderna shares in Q1 2026, an estimated $5.99K.
  • Innovative Advisory Group, LLC first reported a position in Moderna in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Moderna position peaked at $8.44K in Q4 2024.
  • 726 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.