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Essential Planning’s Ionis Pharmaceuticals IONS Stock Holding History

Essential 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
2025
Q1 		– Sell
-11,440
Closed -$428K – 181
2024
Q4 		$428K Buy
+11,440
New +$428K ﹤0.01% 280

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Essential Planning's IONS Position: Q1 2025 in Review

Essential Planning sold out of Ionis Pharmaceuticals (IONS) in Q1 2025, closing a stake of 11,440 shares — an estimated $428K sold.

Essential Planning first reported a position in IONS in Q4 2024 and held it in 1 quarter. The position peaked at $428K in Q4 2024. 343 funds tracked by Wall St. Rank hold IONS as of Q1 2025.

  • Essential Planning reported no remaining Ionis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 11,440 Ionis Pharmaceuticals shares in Q1 2025, an estimated $428K.
  • Essential Planning first reported a position in Ionis Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Ionis Pharmaceuticals position peaked at $428K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.