Corient Private Wealth
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Corient Private Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Corient Private Wealth’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 		$14.8M Sell
196,599
-234,775
-54% -$18.5M 0.02% 484
2025
Q4 		$34.1M Buy
431,374
+424,784
+6,446% +$32M 0.02% 440
2025
Q3 		$431K Sell
6,590
-231,250
-97% -$11.3M ﹤0.01% 1885
2025
Q2 		$9.4M Buy
237,840
+707
+0.3% +$23.1K 0.01% 540
2025
Q1 		$7.15M Sell
237,133
-2,030
-0.8% -$66.5K 0.01% 584
2024
Q4 		$8.36M Buy
239,163
+2,087
+0.9% +$78K 0.01% 556
2024
Q3 		$9.5M Sell
237,076
-30,961
-12% -$1.44M 0.01% 581
2024
Q2 		$12.8M Buy
268,037
+746
+0.3% +$30.6K 0.02% 471
2024
Q1 		$11.6M Sell
267,291
-21
-0% -$1K 0.02% 491
2023
Q4 		$13.5M Sell
267,312
-39,678
-13% -$1.9M 0.02% 463
2023
Q3 		$13.9M Buy
306,990
+1,522
+0.5% +$62.8K 0.03% 420
2023
Q2 		$12.5M Buy
305,468
+182
+0.1% +$6.99K 0.03% 432
2023
Q1 		$10.9M Buy
305,286
+2,609
+0.9% +$98K 0.03% 419
2022
Q4 		$11.4M Buy
+302,677
New +$12.7M 0.04% 348

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

Corient Private Wealth's IONS Position: Q1 2026 in Review

Corient Private Wealth reduced its Ionis Pharmaceuticals (IONS) stake by 54% in Q1 2026, selling an estimated $18.5M and leaving 196,599 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #484.

Corient Private Wealth first reported a position in IONS in Q4 2022 and has held it in 14 quarters since. The position peaked at $34.1M in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Corient Private Wealth held 196,599 shares of Ionis Pharmaceuticals worth $14.8M as of Q1 2026.
  • Corient Private Wealth sold 234,775 Ionis Pharmaceuticals shares in Q1 2026, an estimated $18.5M.
  • Ionis Pharmaceuticals made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #484 holding.
  • Corient Private Wealth first reported a position in Ionis Pharmaceuticals in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Ionis Pharmaceuticals position peaked at $34.1M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.