Covestor’s Ionis Pharmaceuticals IONS Stock Holding History

Covestor’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	$14K	Sell	182 -91	-33%	-$7.18K	0.01%	1259
2025 Q4	$22K	Buy	273 +27	+11%	+$2.03K	0.01%	1251
2025 Q3	$16K	Sell	246 -59	-19%	-$2.88K	0.01%	1365
2025 Q2	$12K	Buy	305 +7	+2%	+$229	0.01%	1474
2025 Q1	$9K	Buy	298 +52	+21%	+$1.7K	0.01%	1559
2024 Q4	$9K	Sell	246 -4	-2%	-$150	0.01%	1595
2024 Q3	$10K	Buy	250 +7	+3%	+$326	0.01%	1562
2024 Q2	$12K	Buy	243 +1	+0.4%	+$41	0.01%	1412
2024 Q1	$11K	Sell	242 -1	-0.4%	-$48	0.01%	1514
2023 Q4	$12K	Hold	243	–	–	0.01%	1428
2023 Q3	$11K	Sell	243 -3	-1%	-$124	0.01%	1379
2023 Q2	$10K	Sell	246 -2	-0.8%	-$77	0.01%	1435
2023 Q1	$9K	Buy	248 +2	+0.8%	+$75	0.01%	1366
2022 Q4	$9K	Sell	246 -11	-4%	-$463	0.01%	1370
2022 Q3	$11K	Sell	257 -109	-30%	-$4.59K	0.01%	1225
2022 Q2	$14K	Sell	366 -11	-3%	-$415	0.01%	1087
2022 Q1	$14K	Buy	377 +345	+1,078%	+$11.3K	0.01%	1188
2021 Q4	$1K	Buy	+32	New	+$1.01K	﹤0.01%	1789

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return