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Everhart Financial Group’s Ionis Pharmaceuticals IONS Stock Holding History

Everhart Financial Group’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 		$278K Buy
3,503
+33
+1% +$2.48K 0.02% 395
2026
Q1 		$261K Buy
3,470
+5
+0.1% +$395 0.02% 389
2025
Q4 		$274K Buy
+3,465
New +$261K 0.03% 344

Other funds holding IONS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Everhart Financial Group's IONS Position: Q2 2026 in Review

Everhart Financial Group increased its Ionis Pharmaceuticals (IONS) stake by 0.95% in Q2 2026, buying an estimated $2.48K and bringing the position to 3,503 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #395.

Everhart Financial Group first reported a position in IONS in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Everhart Financial Group held 3,503 shares of Ionis Pharmaceuticals worth $278K as of Q2 2026.
  • Everhart Financial Group bought 33 Ionis Pharmaceuticals shares in Q2 2026, an estimated $2.48K.
  • Ionis Pharmaceuticals made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #395 holding.
  • Everhart Financial Group first reported a position in Ionis Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.