Creative Planning
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Creative Planning’s Ionis Pharmaceuticals IONS Stock Holding History

Creative Planning’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
2019
Q3 		– Sell
-500
Closed -$3K – 2050
2019
Q2 		$3K Buy
+500
New +$35.3K ﹤0.01% 1969

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

Creative Planning's IONS Position: Q1 2026 in Review

Creative Planning reduced its Ionis Pharmaceuticals (IONS) stake by 4.6% in Q1 2026, selling an estimated $201K and leaving 52,228 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Creative Planning first reported a position in IONS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.33M in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Creative Planning held 52,228 shares of Ionis Pharmaceuticals worth $3.92M as of Q1 2026.
  • Creative Planning sold 2,546 Ionis Pharmaceuticals shares in Q1 2026, an estimated $201K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1376 holding.
  • Creative Planning first reported a position in Ionis Pharmaceuticals in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Ionis Pharmaceuticals position peaked at $4.33M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.