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Dynasty Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Dynasty Wealth Management’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 		$1.08M Sell
13,661
-419
-3% -$31.5K 0.01% 186
2026
Q1 		$1.06M Buy
14,080
+90
+0.6% +$7.1K 0.01% 179
2025
Q4 		$1.11M Sell
13,990
-351
-2% -$26.4K 0.01% 178
2025
Q3 		$938K Buy
+14,341
New +$700K 0.01% 170

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dynasty Wealth Management's IONS Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Ionis Pharmaceuticals (IONS) stake by 3% in Q2 2026, selling an estimated $31.5K and leaving 13,661 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #186.

Dynasty Wealth Management first reported a position in IONS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2025. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Dynasty Wealth Management held 13,661 shares of Ionis Pharmaceuticals worth $1.08M as of Q2 2026.
  • Dynasty Wealth Management sold 419 Ionis Pharmaceuticals shares in Q2 2026, an estimated $31.5K.
  • Ionis Pharmaceuticals made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Dynasty Wealth Management first reported a position in Ionis Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Ionis Pharmaceuticals position peaked at $1.11M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.