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 Q3	–	Sell	-5	Closed	-$270	–	915
2026 Q2	$270	Sell	5 -5	-50%	-$376	﹤0.01%	1784
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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cornerstone Planning Group's IONS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Ionis Pharmaceuticals (IONS) in Q3 2026, closing a stake of 5 shares — an estimated $270 sold.

Cornerstone Planning Group first reported a position in IONS in Q4 2022 and held it in 11 quarters. The position peaked at $5.51K in Q4 2023. 60 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

Cornerstone Planning Group reported no remaining Ionis Pharmaceuticals position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 5 Ionis Pharmaceuticals shares in Q3 2026, an estimated $270.
Cornerstone Planning Group first reported a position in Ionis Pharmaceuticals in Q4 2022 and held it in 11 quarters.
Cornerstone Planning Group's Ionis Pharmaceuticals position peaked at $5.51K in Q4 2023.
60 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.