CX Institutional
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CX Institutional’s Ionis Pharmaceuticals IONS Stock Holding History

CX Institutional’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 		$2K Sell
46
-157
-77% -$8.92K ﹤0.01% 1565
2026
Q2 		$16K Buy
203
+1
+0.5% +$75 ﹤0.01% 1221
2026
Q1 		$15K Buy
+202
New +$15.9K ﹤0.01% 1197

Other funds holding IONS

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nicollet Investment Management
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

CX Institutional's IONS Position: Q3 2026 in Review

CX Institutional reduced its Ionis Pharmaceuticals (IONS) stake by 77% in Q3 2026, selling an estimated $8.92K and leaving 46 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

CX Institutional first reported a position in IONS in Q1 2026 and has held it in 3 quarters since. The position peaked at $16K in Q2 2026. 46 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • CX Institutional held 46 shares of Ionis Pharmaceuticals worth $2K as of Q3 2026.
  • CX Institutional sold 157 Ionis Pharmaceuticals shares in Q3 2026, an estimated $8.92K.
  • Ionis Pharmaceuticals made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1565 holding.
  • CX Institutional first reported a position in Ionis Pharmaceuticals in Q1 2026 and has held it in 3 quarters since.
  • CX Institutional's Ionis Pharmaceuticals position peaked at $16K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.