Key Financial Inc’s Ionis Pharmaceuticals IONS Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-19	Closed	-$1.25K	–	1470
2025 Q3	$1.25K	Hold	19	–	–	﹤0.01%	1244
2025 Q2	$751	Hold	19	–	–	﹤0.01%	1294
2025 Q1	$573	Hold	19	–	–	﹤0.01%	1273
2024 Q4	$664	Hold	19	–	–	﹤0.01%	1261
2024 Q3	$761	Hold	19	–	–	﹤0.01%	1223
2024 Q2	$906	Hold	19	–	–	﹤0.01%	1195
2024 Q1	$824	Hold	19	–	–	﹤0.01%	1198
2023 Q4	$961	Hold	19	–	–	﹤0.01%	1185
2023 Q3	$862	Hold	19	–	–	﹤0.01%	1207
2023 Q2	$780	Hold	19	–	–	﹤0.01%	1263
2023 Q1	$679	Hold	19	–	–	﹤0.01%	1068
2022 Q4	$840	Hold	19	–	–	﹤0.01%	1053
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	1046
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1030
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	1016
2021 Q4	$1K	Buy	+19	New	+$598	﹤0.01%	901

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Key Financial Inc's IONS Position: Q4 2025 in Review

Key Financial Inc sold out of Ionis Pharmaceuticals (IONS) in Q4 2025, closing a stake of 19 shares — an estimated $1.25K sold.

Key Financial Inc first reported a position in IONS in Q4 2021 and held it in 16 quarters. The position peaked at $1.25K in Q3 2025. 492 funds tracked by Wall St. Rank hold IONS as of Q4 2025.

Key Financial Inc reported no remaining Ionis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 19 Ionis Pharmaceuticals shares in Q4 2025, an estimated $1.25K.
Key Financial Inc first reported a position in Ionis Pharmaceuticals in Q4 2021 and held it in 16 quarters.
Key Financial Inc's Ionis Pharmaceuticals position peaked at $1.25K in Q3 2025.
492 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.