Edgestream Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Edgestream Partners’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	$5.13M	Buy	+68,369	New	+$5.4M	0.17%	225
2025 Q4	–	Sell	-5,450	Closed	-$357K	–	1043
2025 Q3	$357K	Buy	+5,450	New	+$266K	0.01%	773
2024 Q2	–	Sell	-17,646	Closed	-$765K	–	939
2024 Q1	$765K	Buy	+17,646	New	+$841K	0.04%	568
2023 Q1	–	Sell	-27,393	Closed	-$1.03M	–	602
2022 Q4	$1.03M	Buy	+27,393	New	+$1.15M	0.12%	259
2021 Q3	–	Sell	-31,262	Closed	-$1.25M	–	539
2021 Q2	$1.25M	Buy	+31,262	New	+$1.22M	0.07%	273

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Edgestream Partners's IONS Position: Q1 2026 in Review

Edgestream Partners opened a new position in Ionis Pharmaceuticals (IONS) in Q1 2026: 68,369 shares worth $5.13M. The stake represents 0.17% of the portfolio and ranks #225 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IONS as recently as Q3 2025.

Edgestream Partners first reported a position in IONS in Q2 2021 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Edgestream Partners held 68,369 shares of Ionis Pharmaceuticals worth $5.13M as of Q1 2026.
Ionis Pharmaceuticals was a new Edgestream Partners position in Q1 2026.
Ionis Pharmaceuticals made up 0.17% of Edgestream Partners's portfolio in Q1 2026, its #225 holding.
Edgestream Partners first reported a position in Ionis Pharmaceuticals in Q2 2021 and has held it in 5 quarters since.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.