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Allworth Financial’s Ionis Pharmaceuticals IONS Stock Holding History

Allworth Financial’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 		$40.9K Sell
516
-6
-1% -$452 ﹤0.01% 2660
2026
Q1 		$39.2K Sell
522
-398
-43% -$31.4K ﹤0.01% 2507
2025
Q4 		$72.8K Buy
920
+80
+10% +$6.02K ﹤0.01% 1947
2025
Q3 		$55K Buy
840
+100
+14% +$4.88K ﹤0.01% 2039
2025
Q2 		$29.2K Buy
740
+517
+232% +$16.9K ﹤0.01% 2271
2025
Q1 		$6.59K Sell
223
-632
-74% -$20.7K ﹤0.01% 2617
2024
Q4 		$27.8K Buy
855
+25
+3% +$934 ﹤0.01% 1896
2024
Q3 		$33.3K Buy
830
+21
+3% +$977 ﹤0.01% 1594
2024
Q2 		$38.7K Buy
809
+13
+2% +$533 ﹤0.01% 1492
2024
Q1 		$34.5K Buy
796
+20
+3% +$953 ﹤0.01% 1469
2023
Q4 		$39.3K Sell
776
-125
-14% -$5.99K ﹤0.01% 1291
2023
Q3 		$40.9K Buy
901
+42
+5% +$1.73K ﹤0.01% 1194
2023
Q2 		$35.2K Buy
859
+66
+8% +$2.54K ﹤0.01% 1252
2023
Q1 		$28.3K Sell
793
-4
-0.5% -$150 ﹤0.01% 1281
2022
Q4 		$30.1K Hold
797
– – ﹤0.01% 1200
2022
Q3 		$35K Buy
797
+58
+8% +$2.44K ﹤0.01% 1087
2022
Q2 		$27K Hold
739
– – ﹤0.01% 1112
2022
Q1 		$27K Buy
739
+8
+1% +$262 ﹤0.01% 1126
2021
Q4 		$22K Buy
731
+714
+4,200% +$22.5K ﹤0.01% 1089
2021
Q3 		$1K Hold
17
– – ﹤0.01% 1767
2021
Q2 		$1K Hold
17
– – ﹤0.01% 1465
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1398
2020
Q4 		$1K Hold
17
– – ﹤0.01% 1269
2020
Q3 		$1K Hold
17
– – ﹤0.01% 1102
2020
Q2 		$1K Sell
17
-7
-29% -$389 ﹤0.01% 1106
2020
Q1 		$1K Hold
24
– – ﹤0.01% 1147
2019
Q4 		$1K Buy
24
+17
+243% +$1.01K ﹤0.01% 991
2019
Q3 		$0 Hold
7
– – ﹤0.01% 980
2019
Q2 		$0 Hold
7
– – ﹤0.01% 987
2019
Q1 		$1K Buy
+7
New +$452 ﹤0.01% 901
2018
Q2 		– Sell
-29
Closed -$1K – 975
2018
Q1 		$1K Buy
+29
New +$1.47K ﹤0.01% 763

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Allworth Financial's IONS Position: Q2 2026 in Review

Allworth Financial reduced its Ionis Pharmaceuticals (IONS) stake by 1.1% in Q2 2026, selling an estimated $452 and leaving 516 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Allworth Financial first reported a position in IONS in Q1 2018 and has held it in 31 quarters since. The position peaked at $72.8K in Q4 2025. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Allworth Financial held 516 shares of Ionis Pharmaceuticals worth $40.9K as of Q2 2026.
  • Allworth Financial sold 6 Ionis Pharmaceuticals shares in Q2 2026, an estimated $452.
  • Ionis Pharmaceuticals made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2660 holding.
  • Allworth Financial first reported a position in Ionis Pharmaceuticals in Q1 2018 and has held it in 31 quarters since.
  • Allworth Financial's Ionis Pharmaceuticals position peaked at $72.8K in Q4 2025.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.