IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MRNA holding history

Moderna, Inc. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRNA overview All 13F holders of MRNA Full Q2 2026 holdings

Shares (Q2 2026): 70
Value: $4.90K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2022

Holdings of MRNA by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	70	$4.90K	<0.1%	+25+55.6%	Added	Holders
Q1 2026	45	$2.29K	<0.1%	+45	New	Holders
Q1 2023	0	$0	0.0%	−68−100.0%	Sold out	Holders
Q4 2022	68	$12.2K	<0.1%	+68	New	Holders