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Kerntke Otto McGlone Wealth Management Group’s Ionis Pharmaceuticals IONS Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$210K Buy
+2,654
New +$200K 0.13% 93
2026
Q1 		– Sell
-2,695
Closed -$213K – 91
2025
Q4 		$213K Buy
+2,695
New +$203K 0.15% 82

Other funds holding IONS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IONS Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group opened a new position in Ionis Pharmaceuticals (IONS) in Q2 2026: 2,654 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #93 among its holdings. This is a return to the name: Kerntke Otto McGlone Wealth Management Group previously reported a position in IONS as recently as Q4 2025.

Kerntke Otto McGlone Wealth Management Group first reported a position in IONS in Q4 2025 and has held it in 2 quarters since. The position peaked at $213K in Q4 2025. 247 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 2,654 shares of Ionis Pharmaceuticals worth $210K as of Q2 2026.
  • Ionis Pharmaceuticals was a new Kerntke Otto McGlone Wealth Management Group position in Q2 2026.
  • Ionis Pharmaceuticals made up 0.13% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #93 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Ionis Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Ionis Pharmaceuticals position peaked at $213K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.