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 Q2	$4.5M	Sell	56,715 -11,654	-17%	-$877K	0.13%	282
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 $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgestream Partners's IONS Position: Q2 2026 in Review

Edgestream Partners reduced its Ionis Pharmaceuticals (IONS) stake by 17% in Q2 2026, selling an estimated $877K and leaving 56,715 shares worth $4.5M. The position accounts for 0.13% of the portfolio, ranked #282.

Edgestream Partners first reported a position in IONS in Q2 2021 and has held it in 6 quarters since. The position peaked at $5.13M in Q1 2026. 513 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Edgestream Partners held 56,715 shares of Ionis Pharmaceuticals worth $4.5M as of Q2 2026.
Edgestream Partners sold 11,654 Ionis Pharmaceuticals shares in Q2 2026, an estimated $877K.
Ionis Pharmaceuticals made up 0.13% of Edgestream Partners's portfolio in Q2 2026, its #282 holding.
Edgestream Partners first reported a position in Ionis Pharmaceuticals in Q2 2021 and has held it in 6 quarters since.
Edgestream Partners's Ionis Pharmaceuticals position peaked at $5.13M in Q1 2026.
513 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.