Cambridge Investment Research Advisors
IONS icon

Cambridge Investment Research Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Cambridge Investment Research 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 		– Sell
-2,957
Closed -$234K – 4006
2025
Q4 		$234K Buy
+2,957
New +$223K ﹤0.01% 3437
2025
Q3 		– Sell
-5,682
Closed -$224K – 3786
2025
Q2 		$224K Sell
5,682
-1,122
-16% -$36.7K ﹤0.01% 3244
2025
Q1 		$205K Sell
6,804
-961
-12% -$31.5K ﹤0.01% 3192
2024
Q4 		$271K Sell
7,765
-1,973
-20% -$73.7K ﹤0.01% 2918
2024
Q3 		$390K Sell
9,738
-310
-3% -$14.4K ﹤0.01% 2616
2024
Q2 		$479K Buy
10,048
+736
+8% +$30.2K ﹤0.01% 2334
2024
Q1 		$404K Sell
9,312
-1,722
-16% -$82.1K ﹤0.01% 2459
2023
Q4 		$558K Buy
11,034
+4,387
+66% +$210K ﹤0.01% 2100
2023
Q3 		$302K Sell
6,647
-827
-11% -$34.1K ﹤0.01% 2486
2023
Q2 		$307K Sell
7,474
-1,000
-12% -$38.4K ﹤0.01% 2507
2023
Q1 		$303K Sell
8,474
-1,081
-11% -$40.6K ﹤0.01% 2485
2022
Q4 		$361K Sell
9,555
-1,367
-13% -$57.5K ﹤0.01% 2278
2022
Q3 		$483K Sell
10,922
-200
-2% -$8.43K ﹤0.01% 1959
2022
Q2 		$412K Buy
11,122
+655
+6% +$24.7K ﹤0.01% 2113
2022
Q1 		$388K Buy
10,467
+20
+0.2% +$655 ﹤0.01% 2321
2021
Q4 		$318K Sell
10,447
-6,420
-38% -$202K ﹤0.01% 2477
2021
Q3 		$566K Sell
16,867
-2,407
-12% -$90.7K ﹤0.01% 1953
2021
Q2 		$769K Buy
19,274
+4,397
+30% +$172K ﹤0.01% 1734
2021
Q1 		$669K Buy
+14,877
New +$830K ﹤0.01% 1688
2020
Q1 		– Sell
-3,773
Closed -$228K – 2380
2019
Q4 		$228K Buy
3,773
+305
+9% +$18.2K ﹤0.01% 2115
2019
Q3 		$208K Buy
3,468
+4
+0.1% +$261 ﹤0.01% 2087
2019
Q2 		$223K Sell
3,464
-47
-1% -$3.32K ﹤0.01% 1935
2019
Q1 		$285K Buy
+3,511
New +$226K ﹤0.01% 1845
2018
Q4 		– Sell
-6,045
Closed -$312K – 2217
2018
Q3 		$312K Buy
6,045
+949
+19% +$44.6K ﹤0.01% 1773
2018
Q2 		$212K Buy
+5,096
New +$226K ﹤0.01% 1977
2017
Q4 		– Sell
-4,875
Closed -$247K – 2130
2017
Q3 		$247K Buy
4,875
+513
+12% +$26.9K ﹤0.01% 1687
2017
Q2 		$222K Buy
+4,362
New +$203K ﹤0.01% 1686
2017
Q1 		– Sell
-5,616
Closed -$269K – 1785
2016
Q4 		$269K Sell
5,616
-632
-10% -$25K 0.01% 1340
2016
Q3 		$229K Buy
+6,248
New +$195K ﹤0.01% 1468
2016
Q2 		– Sell
-6,221
Closed -$252K – 1642
2016
Q1 		$252K Sell
6,221
-714
-10% -$29K 0.01% 1267
2015
Q4 		$429K Sell
6,935
-1,155
-14% -$62.3K 0.01% 922
2015
Q3 		$327K Buy
8,090
+1,059
+15% +$54.8K 0.01% 986
2015
Q2 		$405K Buy
7,031
+657
+10% +$41.8K 0.01% 922
2015
Q1 		$406K Sell
6,374
-922
-13% -$62.6K 0.01% 901
2014
Q4 		$450K Buy
7,296
+629
+9% +$31K 0.01% 831
2014
Q3 		$259K Sell
6,667
-55
-0.8% -$1.95K 0.01% 1175
2014
Q2 		$232K Buy
+6,722
New +$212K 0.01% 1126

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

Cambridge Investment Research Advisors's IONS Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Ionis Pharmaceuticals (IONS) in Q1 2026, closing a stake of 2,957 shares — an estimated $234K sold.

Cambridge Investment Research Advisors first reported a position in IONS in Q2 2014 and held it in 37 quarters. The position peaked at $769K in Q2 2021. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Ionis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,957 Ionis Pharmaceuticals shares in Q1 2026, an estimated $234K.
  • Cambridge Investment Research Advisors first reported a position in Ionis Pharmaceuticals in Q2 2014 and held it in 37 quarters.
  • Cambridge Investment Research Advisors's Ionis Pharmaceuticals position peaked at $769K in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.