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Kestra Investment Management’s Ionis Pharmaceuticals IONS Stock Holding History

Kestra Investment Management’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
2025
Q2 		– Sell
-137
Closed -$4.13K – 854
2025
Q1 		$4.13K Buy
+137
New +$4.49K ﹤0.01% 698

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Kestra Investment Management's IONS Position: Q2 2025 in Review

Kestra Investment Management sold out of Ionis Pharmaceuticals (IONS) in Q2 2025, closing a stake of 137 shares — an estimated $4.13K sold.

Kestra Investment Management first reported a position in IONS in Q1 2025 and held it in 1 quarter. The position peaked at $4.13K in Q1 2025. 362 funds tracked by Wall St. Rank hold IONS as of Q2 2025.

  • Kestra Investment Management reported no remaining Ionis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 137 Ionis Pharmaceuticals shares in Q2 2025, an estimated $4.13K.
  • Kestra Investment Management first reported a position in Ionis Pharmaceuticals in Q1 2025 and held it in 1 quarter.
  • Kestra Investment Management's Ionis Pharmaceuticals position peaked at $4.13K in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.