AE Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

AE Wealth Management’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 Q1	–	Sell	-4,403	Closed	-$348K	–	2646
2025 Q4	$348K	Buy	+4,403	New	+$332K	﹤0.01%	1237
2022 Q1	–	Sell	-26,085	Closed	-$794K	–	1742
2021 Q4	$794K	Buy	+26,085	New	+$821K	0.01%	1042
2019 Q4	–	Sell	-6,119	Closed	-$367K	–	1154
2019 Q3	$367K	Buy	6,119 +80	+1%	+$5.21K	0.01%	710
2019 Q2	$388K	Buy	6,039 +109	+2%	+$7.71K	0.01%	659
2019 Q1	$481K	Buy	5,930 +140	+2%	+$9.03K	0.03%	348
2018 Q4	$313K	Buy	+5,790	New	+$295K	0.05%	339

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's IONS Position: Q1 2026 in Review

AE Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q1 2026, closing a stake of 4,403 shares — an estimated $348K sold.

AE Wealth Management first reported a position in IONS in Q4 2018 and held it in 6 quarters. The position peaked at $794K in Q4 2021. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

AE Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 4,403 Ionis Pharmaceuticals shares in Q1 2026, an estimated $348K.
AE Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2018 and held it in 6 quarters.
AE Wealth Management's Ionis Pharmaceuticals position peaked at $794K in Q4 2021.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.