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
Q2 		$15.6M Buy
196,661
+62
+0% +$4.67K 0.02% 501
2026
Q1 		$14.8M Sell
196,599
-19,839
-9% -$1.57M 0.02% 484
2025
Q4 		$17.1M Buy
216,438
+209,848
+3,184% +$15.8M 0.02% 435
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 $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

Corient Private Wealth's IONS Position: Q2 2026 in Review

Corient Private Wealth increased its Ionis Pharmaceuticals (IONS) stake by 0.03% in Q2 2026, buying an estimated $4.67K and bringing the position to 196,661 shares worth $15.6M. The position accounts for 0.02% of the portfolio, ranked #501.

Corient Private Wealth first reported a position in IONS in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.1M in Q4 2025. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Corient Private Wealth held 196,661 shares of Ionis Pharmaceuticals worth $15.6M as of Q2 2026.
  • Corient Private Wealth bought 62 Ionis Pharmaceuticals shares in Q2 2026, an estimated $4.67K.
  • Ionis Pharmaceuticals made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #501 holding.
  • Corient Private Wealth first reported a position in Ionis Pharmaceuticals in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Ionis Pharmaceuticals position peaked at $17.1M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.