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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cornerstone Planning Group's IONS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Ionis Pharmaceuticals (IONS) stake by 50% in Q2 2026, selling an estimated $376 and leaving 5 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Cornerstone Planning Group first reported a position in IONS in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.51K in Q4 2023. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Cornerstone Planning Group held 5 shares of Ionis Pharmaceuticals worth $270 as of Q2 2026.
Cornerstone Planning Group sold 5 Ionis Pharmaceuticals shares in Q2 2026, an estimated $376.
Ionis Pharmaceuticals made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1784 holding.
Cornerstone Planning Group first reported a position in Ionis Pharmaceuticals in Q4 2022 and has held it in 11 quarters since.
Cornerstone Planning Group's Ionis Pharmaceuticals position peaked at $5.51K in Q4 2023.
514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.