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Clearstead Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Clearstead 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
Q2 		$1.51K Buy
19
+7
+58% +$527 ﹤0.01% 2578
2026
Q1 		$902 Sell
12
-3
-20% -$237 ﹤0.01% 2062
2025
Q4 		$1.19K Buy
15
+12
+400% +$904 ﹤0.01% 2209
2025
Q3 		$197 Sell
3
-6,997
-100% -$342K ﹤0.01% 2864
2025
Q2 		$277K Hold
7,000
– – ﹤0.01% 795
2025
Q1 		$211K Sell
7,000
-185
-3% -$6.06K ﹤0.01% 819
2024
Q4 		$251K Sell
7,185
-1,100
-13% -$41.1K ﹤0.01% 784
2024
Q3 		$332K Hold
8,285
– – 0.01% 687
2024
Q2 		$395K Buy
8,285
+7,790
+1,574% +$320K 0.01% 596
2024
Q1 		$19.2K Hold
495
– – ﹤0.01% 955
2023
Q4 		$25K Buy
495
+310
+168% +$14.8K ﹤0.01% 901
2023
Q3 		$8.39K Hold
185
– – ﹤0.01% 1017
2023
Q2 		$7.59K Hold
185
– – ﹤0.01% 1011
2023
Q1 		$6.61K Hold
185
– – ﹤0.01% 996
2022
Q4 		$6.99K Hold
185
– – ﹤0.01% 944
2022
Q3 		$8K Hold
185
– – ﹤0.01% 916
2022
Q2 		$7K Hold
185
– – ﹤0.01% 965
2022
Q1 		$7K Hold
185
– – ﹤0.01% 1034
2021
Q4 		$6K Buy
+185
New +$5.82K ﹤0.01% 976

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Clearstead Advisors's IONS Position: Q2 2026 in Review

Clearstead Advisors increased its Ionis Pharmaceuticals (IONS) stake by 58% in Q2 2026, buying an estimated $527 and bringing the position to 19 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Clearstead Advisors first reported a position in IONS in Q4 2021 and has held it in 19 quarters since. The position peaked at $395K in Q2 2024. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Clearstead Advisors held 19 shares of Ionis Pharmaceuticals worth $1.51K as of Q2 2026.
  • Clearstead Advisors bought 7 Ionis Pharmaceuticals shares in Q2 2026, an estimated $527.
  • Ionis Pharmaceuticals made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2578 holding.
  • Clearstead Advisors first reported a position in Ionis Pharmaceuticals in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Ionis Pharmaceuticals position peaked at $395K in Q2 2024.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.