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Farther Finance Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Farther Finance 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
Q3 		$32.7K Sell
732
-379
-34% -$21.5K ﹤0.01% 3767
2026
Q2 		$88.2K Sell
1,111
-772
-41% -$58.1K ﹤0.01% 2804
2026
Q1 		$141K Buy
1,883
+684
+57% +$54K ﹤0.01% 2266
2025
Q4 		$94.9K Buy
1,199
+633
+112% +$47.7K ﹤0.01% 2378
2025
Q3 		$37K Buy
566
+133
+31% +$6.49K ﹤0.01% 2629
2025
Q2 		$17.1K Sell
433
-39
-8% -$1.28K ﹤0.01% 2778
2025
Q1 		$12.9K Sell
472
-179
-27% -$5.86K ﹤0.01% 2611
2024
Q4 		$22.8K Buy
651
+30
+5% +$1.12K ﹤0.01% 2031
2024
Q3 		$24.9K Buy
621
+58
+10% +$2.7K ﹤0.01% 1981
2024
Q2 		$26.5K Sell
563
-6
-1% -$246 ﹤0.01% 1671
2024
Q1 		$25K Hold
569
– – ﹤0.01% 1422
2023
Q4 		$28.8K Buy
569
+329
+137% +$15.8K ﹤0.01% 1224
2023
Q3 		$10.9K Sell
240
-7
-3% -$289 ﹤0.01% 1264
2023
Q2 		$10.1K Buy
247
+91
+58% +$3.5K ﹤0.01% 1189
2023
Q1 		$5.58K Sell
156
-3
-2% -$113 ﹤0.01% 1308
2022
Q4 		$6K Buy
+159
New +$6.69K ﹤0.01% 1106

Other funds holding IONS

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's IONS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Ionis Pharmaceuticals (IONS) stake by 34% in Q3 2026, selling an estimated $21.5K and leaving 732 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Farther Finance Advisors first reported a position in IONS in Q4 2022 and has held it in 16 quarters since. The position peaked at $141K in Q1 2026. 11 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • Farther Finance Advisors held 732 shares of Ionis Pharmaceuticals worth $32.7K as of Q3 2026.
  • Farther Finance Advisors sold 379 Ionis Pharmaceuticals shares in Q3 2026, an estimated $21.5K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3767 holding.
  • Farther Finance Advisors first reported a position in Ionis Pharmaceuticals in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Ionis Pharmaceuticals position peaked at $141K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.