Cedar Mountain Advisors
IONS icon

Cedar Mountain Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Cedar Mountain 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
Q3 		$10K Hold
223
– – ﹤0.01% 460
2026
Q2 		$17.7K Hold
223
– – ﹤0.01% 372
2026
Q1 		$16.7K Buy
+223
New +$17.6K ﹤0.01% 342

Other funds holding IONS

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nicollet Investment Management
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Cedar Mountain Advisors's IONS Position: Q3 2026 in Review

Cedar Mountain Advisors held its Ionis Pharmaceuticals (IONS) position steady in Q3 2026 at 223 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Cedar Mountain Advisors first reported a position in IONS in Q1 2026 and has held it in 3 quarters since. The position peaked at $17.7K in Q2 2026. 46 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • Cedar Mountain Advisors held 223 shares of Ionis Pharmaceuticals worth $10K as of Q3 2026.
  • Cedar Mountain Advisors left its Ionis Pharmaceuticals share count unchanged in Q3 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #460 holding.
  • Cedar Mountain Advisors first reported a position in Ionis Pharmaceuticals in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Ionis Pharmaceuticals position peaked at $17.7K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.