Larson Financial Group
IONS icon

Larson Financial Group’s Ionis Pharmaceuticals IONS Stock Holding History

Larson Financial Group’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
Q3 		$131K Sell
2,926
-74
-2% -$4.2K ﹤0.01% 1124
2026
Q2 		$238K Sell
3,000
-31
-1% -$2.33K 0.01% 778
2026
Q1 		$228K Buy
3,031
+691
+30% +$54.5K 0.01% 679
2025
Q4 		$185K Buy
2,340
+1,230
+111% +$92.6K 0.01% 719
2025
Q3 		$72.6K Buy
1,110
+83
+8% +$4.05K ﹤0.01% 1023
2025
Q2 		$40.6K Buy
1,027
+684
+199% +$22.4K ﹤0.01% 1152
2025
Q1 		$10.3K Buy
343
+325
+1,806% +$10.6K ﹤0.01% 1628
2024
Q4 		$629 Hold
18
– – ﹤0.01% 2143
2024
Q3 		$721 Hold
18
– – ﹤0.01% 2053
2024
Q2 		$858 Buy
+18
New +$738 ﹤0.01% 1738

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Larson Financial Group's IONS Position: Q3 2026 in Review

Larson Financial Group reduced its Ionis Pharmaceuticals (IONS) stake by 2.5% in Q3 2026, selling an estimated $4.2K and leaving 2,926 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Larson Financial Group first reported a position in IONS in Q2 2024 and has held it in 10 quarters since. The position peaked at $238K in Q2 2026. 227 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • Larson Financial Group held 2,926 shares of Ionis Pharmaceuticals worth $131K as of Q3 2026.
  • Larson Financial Group sold 74 Ionis Pharmaceuticals shares in Q3 2026, an estimated $4.2K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1124 holding.
  • Larson Financial Group first reported a position in Ionis Pharmaceuticals in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's Ionis Pharmaceuticals position peaked at $238K in Q2 2026.
  • 227 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.