Superior Planning, LLC’s Ionis Pharmaceuticals IONS Stock Holding History

Superior Planning, LLC’s Portfolio IONS Stock Details IONS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.99K	Buy	+179	New	+$10.2K	﹤0.01%	1016

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's IONS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ionis Pharmaceuticals (IONS) in Q3 2026: 179 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

285 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

Superior Planning, LLC held 179 shares of Ionis Pharmaceuticals worth $7.99K as of Q3 2026.
Ionis Pharmaceuticals was a new Superior Planning, LLC position in Q3 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1016 holding.
285 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.