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Cornerstone Planning Group’s Ionis Pharmaceuticals IONS Stock Holding History

Cornerstone Planning Group’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 		$753 Buy
10
+5
+100% +$395 ﹤0.01% 1540
2025
Q4 		$410 Hold
5
– – ﹤0.01% 1548
2025
Q3 		$371 Sell
5
-7
-58% -$342 ﹤0.01% 1546
2025
Q2 		$517 Buy
+12
New +$393 ﹤0.01% 1290
2025
Q1 		– Sell
-25
Closed -$851 – 1618
2024
Q4 		$851 Buy
+25
New +$934 ﹤0.01% 993
2024
Q2 		– Sell
-45
Closed -$1.89K – 1300
2024
Q1 		$1.89K Sell
45
-64
-59% -$3.05K ﹤0.01% 672
2023
Q4 		$5.51K Buy
109
+64
+142% +$3.07K ﹤0.01% 515
2023
Q3 		$2.04K Hold
45
– – ﹤0.01% 655
2023
Q2 		$1.85K Buy
+45
New +$1.73K ﹤0.01% 1200
2022
Q4 		$1.83K Buy
+45
New +$1.89K ﹤0.01% 1218

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