Sigma Planning Corp
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Sigma Planning Corp’s Moderna MRNA Stock Holding History

Sigma Planning Corp’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 		$287K Buy
+1,492
New +$161K 0.01% 1083
2026
Q2 		– Sell
-25,705
Closed -$1.31M – 1454
2026
Q1 		$1.31M Sell
25,705
-5,056
-16% -$236K 0.04% 468
2025
Q4 		$907K Buy
+30,761
New +$836K 0.03% 569
2024
Q3 		– Sell
-1,939
Closed -$230K – 1255
2024
Q2 		$230K Sell
1,939
-1,374
-41% -$174K 0.01% 1028
2024
Q1 		$353K Buy
3,313
+536
+19% +$54K 0.01% 885
2023
Q4 		$276K Sell
2,777
-7,228
-72% -$608K 0.02% 653
2023
Q3 		$1.03M Sell
10,005
-1,528
-13% -$170K 0.04% 454
2023
Q2 		$1.4M Buy
11,533
+137
+1% +$18.3K 0.05% 363
2023
Q1 		$1.75M Sell
11,396
-671
-6% -$111K 0.06% 333
2022
Q4 		$2.17M Buy
12,067
+639
+6% +$104K 0.08% 267
2022
Q3 		$1.35M Sell
11,428
-89
-0.8% -$13.5K 0.05% 355
2022
Q2 		$1.64M Buy
11,517
+46
+0.4% +$6.58K 0.06% 315
2022
Q1 		$1.98M Sell
11,471
-549
-5% -$92.4K 0.06% 317
2021
Q4 		$3.05M Sell
12,020
-15,178
-56% -$4.44M 0.09% 239
2021
Q3 		$10.5M Buy
27,198
+13,973
+106% +$5.15M 0.31% 58
2021
Q2 		$3.11M Buy
13,225
+397
+3% +$70.9K 0.09% 238
2021
Q1 		$1.68M Sell
12,828
-408
-3% -$59.1K 0.05% 360
2020
Q4 		$1.38M Sell
13,236
-3,862
-23% -$391K 0.05% 363
2020
Q3 		$1.21M Sell
17,098
-1,015
-6% -$70.8K 0.05% 352
2020
Q2 		$1.16M Buy
18,113
+7,958
+78% +$436K 0.05% 348
2020
Q1 		$304K Buy
+10,155
New +$234K 0.02% 646

Other funds holding MRNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Sigma Planning Corp's MRNA Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in Moderna (MRNA) in Q3 2026: 1,492 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in MRNA as recently as Q1 2026.

Sigma Planning Corp first reported a position in MRNA in Q1 2020 and has held it in 21 quarters since. The position peaked at $10.5M in Q3 2021. 541 funds tracked by Wall St. Rank hold MRNA as of Q3 2026.

  • Sigma Planning Corp held 1,492 shares of Moderna worth $287K as of Q3 2026.
  • Moderna was a new Sigma Planning Corp position in Q3 2026.
  • Moderna made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1083 holding.
  • Sigma Planning Corp first reported a position in Moderna in Q1 2020 and has held it in 21 quarters since.
  • Sigma Planning Corp's Moderna position peaked at $10.5M in Q3 2021.
  • 541 funds tracked by Wall St. Rank held Moderna as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.