Annis Gardner Whiting Capital Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$961K	Hold	12,801	–	–	0.15%	114
2025 Q4	$1.01M	Hold	12,801	–	–	0.19%	93
2025 Q3	$837K	Hold	12,801	–	–	0.17%	105
2025 Q2	$506K	Buy	12,801 +2,065	+19%	+$67.6K	0.18%	111
2025 Q1	$324K	Hold	10,736	–	–	0.14%	142
2024 Q4	$375K	Buy	10,736 +800	+8%	+$29.9K	0.11%	156
2024 Q3	$398K	Buy	9,936 +540	+6%	+$25.1K	0.11%	153
2024 Q2	$448K	Buy	+9,396	New	+$385K	0.13%	142

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

Annis Gardner Whiting Capital Advisors's IONS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Ionis Pharmaceuticals (IONS) position steady in Q1 2026 at 12,801 shares worth $961K. The position accounts for 0.15% of the portfolio, ranked #114.

Annis Gardner Whiting Capital Advisors first reported a position in IONS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 12,801 shares of Ionis Pharmaceuticals worth $961K as of Q1 2026.
Annis Gardner Whiting Capital Advisors left its Ionis Pharmaceuticals share count unchanged in Q1 2026.
Ionis Pharmaceuticals made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #114 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Ionis Pharmaceuticals in Q2 2024 and has held it in 8 quarters since.
Annis Gardner Whiting Capital Advisors's Ionis Pharmaceuticals position peaked at $1.01M in Q4 2025.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.