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EverSource Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

EverSource Wealth Advisors’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 		$68K Sell
858
-936
-52% -$70.4K ﹤0.01% 1590
2026
Q1 		$135K Buy
1,794
+657
+58% +$51.9K ﹤0.01% 1261
2025
Q4 		$89.9K Buy
1,137
+310
+37% +$23.3K ﹤0.01% 1374
2025
Q3 		$54.1K Sell
827
-274
-25% -$13.4K ﹤0.01% 1655
2025
Q2 		$43.5K Sell
1,101
-56
-5% -$1.83K ﹤0.01% 1710
2025
Q1 		$34.9K Buy
1,157
+689
+147% +$22.6K ﹤0.01% 1413
2024
Q4 		$16.4K Buy
468
+230
+97% +$8.6K ﹤0.01% 1736
2024
Q3 		$9.53K Hold
238
– – ﹤0.01% 1895
2024
Q2 		$11.8K Buy
238
+1
+0.4% +$41 ﹤0.01% 1760
2024
Q1 		$9.78K Sell
237
-103
-30% -$4.91K ﹤0.01% 1699
2023
Q4 		$17.2K Hold
340
– – ﹤0.01% 1305
2023
Q3 		$15.4K Hold
340
– – ﹤0.01% 1227
2023
Q2 		$13.9K Buy
+340
New +$13.1K ﹤0.01% 1303

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EverSource Wealth Advisors's IONS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ionis Pharmaceuticals (IONS) stake by 52% in Q2 2026, selling an estimated $70.4K and leaving 858 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

EverSource Wealth Advisors first reported a position in IONS in Q2 2023 and has held it in 13 quarters since. The position peaked at $135K in Q1 2026. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • EverSource Wealth Advisors held 858 shares of Ionis Pharmaceuticals worth $68K as of Q2 2026.
  • EverSource Wealth Advisors sold 936 Ionis Pharmaceuticals shares in Q2 2026, an estimated $70.4K.
  • Ionis Pharmaceuticals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1590 holding.
  • EverSource Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Ionis Pharmaceuticals position peaked at $135K in Q1 2026.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.