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Bleakley Financial Group’s Ionis Pharmaceuticals IONS Stock Holding History

Bleakley Financial Group’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 		$1.07M Buy
14,316
+441
+3% +$34.8K 0.02% 513
2025
Q4 		$1.1M Sell
13,875
-3
-0% -$226 0.02% 459
2025
Q3 		$908K Sell
13,878
-4,251
-23% -$208K 0.02% 437
2025
Q2 		$716K Sell
18,129
-4,155
-19% -$136K 0.02% 447
2025
Q1 		$672K Buy
22,284
+5,342
+32% +$175K 0.02% 396
2024
Q4 		$592K Buy
16,942
+264
+2% +$9.87K 0.02% 568
2024
Q3 		$668K Buy
16,678
+338
+2% +$15.7K 0.02% 510
2024
Q2 		$779K Buy
16,340
+111
+0.7% +$4.55K 0.02% 478
2024
Q1 		$704K Buy
16,229
+3,990
+33% +$190K 0.02% 519
2023
Q4 		$619K Buy
12,239
+41
+0.3% +$1.96K 0.02% 528
2023
Q3 		$553K Sell
12,198
-340
-3% -$14K 0.02% 516
2023
Q2 		$514K Buy
12,538
+291
+2% +$11.2K 0.02% 576
2023
Q1 		$438K Sell
12,247
-937
-7% -$35.2K 0.01% 600
2022
Q4 		$498K Buy
+13,184
New +$555K 0.02% 556

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bleakley Financial Group's IONS Position: Q1 2026 in Review

Bleakley Financial Group increased its Ionis Pharmaceuticals (IONS) stake by 3.2% in Q1 2026, buying an estimated $34.8K and bringing the position to 14,316 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #513.

Bleakley Financial Group first reported a position in IONS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Bleakley Financial Group held 14,316 shares of Ionis Pharmaceuticals worth $1.07M as of Q1 2026.
  • Bleakley Financial Group bought 441 Ionis Pharmaceuticals shares in Q1 2026, an estimated $34.8K.
  • Ionis Pharmaceuticals made up 0.02% of Bleakley Financial Group's portfolio in Q1 2026, its #513 holding.
  • Bleakley Financial Group first reported a position in Ionis Pharmaceuticals in Q4 2022 and has held it in 14 quarters since.
  • Bleakley Financial Group's Ionis Pharmaceuticals position peaked at $1.1M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.