Kestra Advisory Services’s Ionis Pharmaceuticals IONS Stock Holding History

Kestra Advisory Services’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	$328K	Sell	4,372 -79	-2%	-$6.24K	﹤0.01%	2551
2025 Q4	$352K	Sell	4,451 -521	-10%	-$39.2K	﹤0.01%	2401
2025 Q3	$325K	Buy	+4,972	New	+$243K	﹤0.01%	2377
2024 Q3	–	Sell	-5,491	Closed	-$236K	–	2648
2024 Q2	$236K	Sell	5,491 -59	-1%	-$2.42K	﹤0.01%	2287
2024 Q1	$241K	Buy	5,550 +510	+10%	+$24.3K	﹤0.01%	2154
2023 Q4	$255K	Buy	5,040 +62	+1%	+$2.97K	﹤0.01%	1951
2023 Q3	$226K	Sell	4,978 -220	-4%	-$9.08K	﹤0.01%	1859
2023 Q2	$213K	Buy	+5,198	New	+$200K	﹤0.01%	1867
2023 Q1	–	Sell	-22,413	Closed	-$847K	–	2195
2022 Q4	$847K	Sell	22,413 -512	-2%	-$21.5K	0.01%	1139
2022 Q3	$1.01M	Buy	22,925 +94	+0.4%	+$3.96K	0.01%	969
2022 Q2	$845K	Sell	22,831 -786	-3%	-$29.6K	0.01%	1053
2022 Q1	$875K	Buy	23,617 +3,936	+20%	+$129K	0.01%	1019
2021 Q4	$599K	Sell	19,681 -8,243	-30%	-$259K	0.01%	1223
2021 Q3	$937K	Buy	27,924 +5,078	+22%	+$191K	0.01%	1055
2021 Q2	$911K	Sell	22,846 -104	-0.5%	-$4.07K	0.01%	990
2021 Q1	$1.03M	Buy	+22,950	New	+$1.28M	0.01%	848

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Advisory Services's IONS Position: Q1 2026 in Review

Kestra Advisory Services reduced its Ionis Pharmaceuticals (IONS) stake by 1.8% in Q1 2026, selling an estimated $6.24K and leaving 4,372 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Kestra Advisory Services first reported a position in IONS in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2021. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Kestra Advisory Services held 4,372 shares of Ionis Pharmaceuticals worth $328K as of Q1 2026.
Kestra Advisory Services sold 79 Ionis Pharmaceuticals shares in Q1 2026, an estimated $6.24K.
Ionis Pharmaceuticals made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2551 holding.
Kestra Advisory Services first reported a position in Ionis Pharmaceuticals in Q1 2021 and has held it in 16 quarters since.
Kestra Advisory Services's Ionis Pharmaceuticals position peaked at $1.03M in Q1 2021.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.