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Checchi Capital Advisers’s Ionis Pharmaceuticals IONS Stock Holding History

Checchi Capital Advisers’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 		$333K Buy
4,429
+157
+4% +$12.4K 0.02% 452
2025
Q4 		$338K Buy
4,272
+39
+0.9% +$2.94K 0.02% 409
2025
Q3 		$277K Buy
+4,233
New +$207K 0.01% 462
2024
Q3 		– Sell
-4,234
Closed -$202K – 589
2024
Q2 		$202K Buy
+4,234
New +$174K 0.01% 542
2024
Q1 		– Sell
-4,234
Closed -$214K – 587
2023
Q4 		$214K Buy
+4,234
New +$203K 0.02% 516
2021
Q1 		– Sell
-4,369
Closed -$247K – 531
2020
Q4 		$247K Sell
4,369
-19
-0.4% -$947 0.03% 400
2020
Q3 		$208K Sell
4,388
-340
-7% -$18.9K 0.02% 401
2020
Q2 		$279K Buy
4,728
+388
+9% +$21.6K 0.03% 322
2020
Q1 		$205K Buy
4,340
+926
+27% +$51.6K 0.02% 335
2019
Q4 		$206K Sell
3,414
-564
-14% -$33.6K 0.03% 409
2019
Q3 		$238K Sell
3,978
-2,439
-38% -$159K 0.03% 355
2019
Q2 		$412K Sell
6,417
-417
-6% -$29.5K 0.05% 231
2019
Q1 		$555K Buy
6,834
+438
+7% +$28.3K 0.06% 171
2018
Q4 		$346K Hold
6,396
– – 0.04% 234
2018
Q3 		$330K Sell
6,396
-2
-0% -$94 0.04% 295
2018
Q2 		$267K Sell
6,398
-1,115
-15% -$49.4K 0.03% 324
2018
Q1 		$331K Sell
7,513
-4,949
-40% -$251K 0.04% 275
2017
Q4 		$627K Sell
12,462
-5,361
-30% -$294K 0.08% 162
2017
Q3 		$904K Hold
17,823
– – 0.09% 99
2017
Q2 		$907K Hold
17,823
– – 0.1% 96
2017
Q1 		$716K Sell
17,823
-500
-3% -$22.5K 0.08% 129
2016
Q4 		$876K Sell
18,323
-3,862
-17% -$153K 0.12% 100
2016
Q3 		$813K Buy
22,185
+192
+0.9% +$6.01K 0.09% 103
2016
Q2 		$512K Buy
21,993
+712
+3% +$23K 0.06% 144
2016
Q1 		$862K Hold
21,281
– – 0.19% 87
2015
Q4 		$1.32M Buy
21,281
+27
+0.1% +$1.46K 0.33% 63
2015
Q3 		$859K Sell
21,254
-1,605
-7% -$83.1K 0.23% 83
2015
Q2 		$1.32M Buy
+22,859
New +$1.45M 0.35% 62

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

Checchi Capital Advisers's IONS Position: Q1 2026 in Review

Checchi Capital Advisers increased its Ionis Pharmaceuticals (IONS) stake by 3.7% in Q1 2026, buying an estimated $12.4K and bringing the position to 4,429 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #452.

Checchi Capital Advisers first reported a position in IONS in Q2 2015 and has held it in 28 quarters since. The position peaked at $1.32M in Q4 2015. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Checchi Capital Advisers held 4,429 shares of Ionis Pharmaceuticals worth $333K as of Q1 2026.
  • Checchi Capital Advisers bought 157 Ionis Pharmaceuticals shares in Q1 2026, an estimated $12.4K.
  • Ionis Pharmaceuticals made up 0.02% of Checchi Capital Advisers's portfolio in Q1 2026, its #452 holding.
  • Checchi Capital Advisers first reported a position in Ionis Pharmaceuticals in Q2 2015 and has held it in 28 quarters since.
  • Checchi Capital Advisers's Ionis Pharmaceuticals position peaked at $1.32M in Q4 2015.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.