Capstone Investment Advisors
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Capstone Investment Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Capstone 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
2025
Q4 		– Sell
-10,402
Closed -$680K – 1824
2025
Q3 		$680K Buy
+10,402
New +$508K ﹤0.01% 1191
2017
Q2 		– Sell
-13,426
Closed -$539K – 780
2017
Q1 		$539K Sell
13,426
-19,188
-59% -$862K 0.01% 580
2016
Q4 		$1.56M Buy
+32,614
New +$1.29M 0.05% 331
2015
Q2 		– Sell
-72,000
Closed -$4.58M – 308
2015
Q1 		$4.58M Sell
72,000
-61,124
-46% -$4.15M 0.07% 152
2014
Q4 		$8.22M Buy
+133,124
New +$6.57M 0.12% 123

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capstone Investment Advisors's IONS Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Ionis Pharmaceuticals (IONS) in Q4 2025, closing a stake of 10,402 shares — an estimated $680K sold.

Capstone Investment Advisors first reported a position in IONS in Q4 2014 and held it in 5 quarters. The position peaked at $8.22M in Q4 2014. 491 funds tracked by Wall St. Rank hold IONS as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Ionis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,402 Ionis Pharmaceuticals shares in Q4 2025, an estimated $680K.
  • Capstone Investment Advisors first reported a position in Ionis Pharmaceuticals in Q4 2014 and held it in 5 quarters.
  • Capstone Investment Advisors's Ionis Pharmaceuticals position peaked at $8.22M in Q4 2014.
  • 491 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.