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 Q2	$348K	Buy	4,384 +12	+0.3%	+$903	﹤0.01%	2629
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 $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kestra Advisory Services's IONS Position: Q2 2026 in Review

Kestra Advisory Services increased its Ionis Pharmaceuticals (IONS) stake by 0.27% in Q2 2026, buying an estimated $903 and bringing the position to 4,384 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Kestra Advisory Services first reported a position in IONS in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.03M in Q1 2021. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Kestra Advisory Services held 4,384 shares of Ionis Pharmaceuticals worth $348K as of Q2 2026.
Kestra Advisory Services bought 12 Ionis Pharmaceuticals shares in Q2 2026, an estimated $903.
Ionis Pharmaceuticals made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2629 holding.
Kestra Advisory Services first reported a position in Ionis Pharmaceuticals in Q1 2021 and has held it in 17 quarters since.
Kestra Advisory Services's Ionis Pharmaceuticals position peaked at $1.03M in Q1 2021.
515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.