KIM
IONS icon

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
Q3 		– Sell
-137
Closed -$4.13K – 710
2025
Q2 		$4.13K Hold
137
– – ﹤0.01% 822
2025
Q1 		$4.13K Buy
+137
New +$4.49K ﹤0.01% 698

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Investment Management's IONS Position: Q3 2025 in Review

Kestra Investment Management sold out of Ionis Pharmaceuticals (IONS) in Q3 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 2 quarters. The position peaked at $4.13K in Q2 2025. 435 funds tracked by Wall St. Rank hold IONS as of Q3 2025.

  • Kestra Investment Management reported no remaining Ionis Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 137 Ionis Pharmaceuticals shares in Q3 2025, an estimated $4.13K.
  • Kestra Investment Management first reported a position in Ionis Pharmaceuticals in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Ionis Pharmaceuticals position peaked at $4.13K in Q2 2025.
  • 435 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.