Focus Partners Wealth
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Focus Partners Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Focus Partners Wealth’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 		$11.7M Sell
147,917
-17,627
-11% -$1.33M 0.01% 666
2026
Q1 		$12.4M Sell
165,544
-16,273
-9% -$1.28M 0.01% 648
2025
Q4 		$14.4M Buy
+181,817
New +$13.7M 0.02% 577
2025
Q3 		– Sell
-10,056
Closed -$397K – 2257
2025
Q2 		$397K Buy
10,056
+224
+2% +$7.33K ﹤0.01% 1552
2025
Q1 		$297K Buy
9,832
+1,777
+22% +$58.2K ﹤0.01% 1579
2024
Q4 		$282K Buy
8,055
+2,359
+41% +$88.2K ﹤0.01% 1579
2024
Q3 		$228K Buy
+5,696
New +$265K ﹤0.01% 1411

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Focus Partners Wealth's IONS Position: Q2 2026 in Review

Focus Partners Wealth reduced its Ionis Pharmaceuticals (IONS) stake by 11% in Q2 2026, selling an estimated $1.33M and leaving 147,917 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #666.

Focus Partners Wealth first reported a position in IONS in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q4 2025. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Focus Partners Wealth held 147,917 shares of Ionis Pharmaceuticals worth $11.7M as of Q2 2026.
  • Focus Partners Wealth sold 17,627 Ionis Pharmaceuticals shares in Q2 2026, an estimated $1.33M.
  • Ionis Pharmaceuticals made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #666 holding.
  • Focus Partners Wealth first reported a position in Ionis Pharmaceuticals in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Ionis Pharmaceuticals position peaked at $14.4M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.