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CARLSON FINANCIAL, INC.’s IonQ IONQ Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio IONQ Stock Details IONQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Buy
+6,877
New +$349K 0.19% 120
2026
Q1 		– Sell
-5,758
Closed -$258K – 187
2025
Q4 		$258K Buy
+5,758
New +$323K 0.15% 146

Other funds holding IONQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s IONQ Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. opened a new position in IonQ (IONQ) in Q2 2026: 6,877 shares worth $366K. The stake represents 0.19% of the portfolio and ranks #120 among its holdings. This is a return to the name: CARLSON FINANCIAL, INC. previously reported a position in IONQ as recently as Q4 2025.

CARLSON FINANCIAL, INC. first reported a position in IONQ in Q4 2025 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold IONQ as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 6,877 shares of IonQ worth $366K as of Q2 2026.
  • IonQ was a new CARLSON FINANCIAL, INC. position in Q2 2026.
  • IonQ made up 0.19% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #120 holding.
  • CARLSON FINANCIAL, INC. first reported a position in IonQ in Q4 2025 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held IonQ as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.