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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
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 $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's IONS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Ionis Pharmaceuticals (IONS) stake by 58% in Q1 2026, buying an estimated $51.9K and bringing the position to 1,794 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

EverSource Wealth Advisors first reported a position in IONS in Q2 2023 and has held it in 12 quarters since. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • EverSource Wealth Advisors held 1,794 shares of Ionis Pharmaceuticals worth $135K as of Q1 2026.
  • EverSource Wealth Advisors bought 657 Ionis Pharmaceuticals shares in Q1 2026, an estimated $51.9K.
  • Ionis Pharmaceuticals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1261 holding.
  • EverSource Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q2 2023 and has held it in 12 quarters since.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.