Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$321K Buy
+6,027
New +$305K 0.05% 268
2026
Q1
Sell
-6,353
Closed -$285K 302
2025
Q4
$285K Buy
6,353
+448
+8% +$25.1K 0.06% 226
2025
Q3
$363K Buy
5,905
+326
+6% +$15.3K 0.1% 163
2025
Q2
$240K Buy
+5,579
New +$187K 0.07% 197

Other funds holding IONQ

Holistic Planning's IONQ Position: Q2 2026 in Review

Holistic Planning opened a new position in IonQ (IONQ) in Q2 2026: 6,027 shares worth $321K. The stake represents 0.05% of the portfolio and ranks #268 among its holdings. This is a return to the name: Holistic Planning previously reported a position in IONQ as recently as Q4 2025.

Holistic Planning first reported a position in IONQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $363K in Q3 2025. 785 funds tracked by Wall St. Rank hold IONQ as of Q2 2026.

  • Holistic Planning held 6,027 shares of IonQ worth $321K as of Q2 2026.
  • IonQ was a new Holistic Planning position in Q2 2026.
  • IonQ made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #268 holding.
  • Holistic Planning first reported a position in IonQ in Q2 2025 and has held it in 4 quarters since.
  • Holistic Planning's IonQ position peaked at $363K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held IonQ as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.