Action Point Financial Planning’s Ionis Pharmaceuticals IONS Stock Holding History

Action Point Financial Planning’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 Q2	$9.12K	Buy	+118	New	+$8.88K	﹤0.01%	1507

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Action Point Financial Planning's IONS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ionis Pharmaceuticals (IONS) in Q2 2026: 118 shares worth $9.12K. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings.

511 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Action Point Financial Planning held 118 shares of Ionis Pharmaceuticals worth $9.12K as of Q2 2026.
Ionis Pharmaceuticals was a new Action Point Financial Planning position in Q2 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1507 holding.
511 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.