Bell Investment Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Bell Investment 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 Q2	$4.84K	Hold	61	–	–	﹤0.01%	998
2026 Q1	$4.58K	Hold	61	–	–	﹤0.01%	996
2025 Q4	$4.83K	Hold	61	–	–	﹤0.01%	984
2025 Q3	$3.99K	Hold	61	–	–	﹤0.01%	1045
2025 Q2	$2.41K	Sell	61 -10	-14%	-$327	﹤0.01%	1299
2025 Q1	$2.14K	Hold	71	–	–	﹤0.01%	1287
2024 Q4	$2.48K	Hold	71	–	–	﹤0.01%	1240
2024 Q3	$2.85K	Hold	71	–	–	﹤0.01%	1208
2024 Q2	$3.38K	Hold	71	–	–	﹤0.01%	1115
2024 Q1	$3.08K	Hold	71	–	–	﹤0.01%	1156
2023 Q4	$3.59K	Hold	71	–	–	﹤0.01%	1059
2023 Q3	$3.22K	Sell	71 -31	-30%	-$1.28K	﹤0.01%	1045
2023 Q2	$4.19K	Hold	102	–	–	﹤0.01%	912
2023 Q1	$3.65K	Hold	102	–	–	﹤0.01%	946
2022 Q4	$3.85K	Sell	102 -12	-11%	-$505	﹤0.01%	945
2022 Q3	$5K	Buy	114 +12	+12%	+$506	﹤0.01%	686
2022 Q2	$4K	Buy	+102	New	+$3.85K	﹤0.01%	806
2021 Q4	$3K	Buy	102 +92	+920%	+$2.9K	﹤0.01%	982
2021 Q3	$0	Buy	+10	New	+$377	﹤0.01%	1774

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Bell Investment Advisors's IONS Position: Q2 2026 in Review

Bell Investment Advisors held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 61 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Bell Investment Advisors first reported a position in IONS in Q3 2021 and has held it in 19 quarters since. The position peaked at $5K in Q3 2022. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Bell Investment Advisors held 61 shares of Ionis Pharmaceuticals worth $4.84K as of Q2 2026.
Bell Investment Advisors left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #998 holding.
Bell Investment Advisors first reported a position in Ionis Pharmaceuticals in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Ionis Pharmaceuticals position peaked at $5K in Q3 2022.
515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.