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LRI Investments’s Ionis Pharmaceuticals IONS Stock Holding History

LRI Investments’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 		$8.72K Hold
110
– – ﹤0.01% 995
2026
Q1 		$8.26K Hold
110
– – ﹤0.01% 936
2025
Q4 		$8.7K Buy
+110
New +$8.28K ﹤0.01% 912
2025
Q1 		– Sell
-136
Closed -$4.75K – 1230
2024
Q4 		$4.75K Hold
136
– – ﹤0.01% 948
2024
Q3 		$5.06K Sell
136
-51
-27% -$2.37K ﹤0.01% 935
2024
Q2 		$8.91K Buy
+187
New +$7.67K ﹤0.01% 775

Other funds holding IONS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

LRI Investments's IONS Position: Q2 2026 in Review

LRI Investments held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 110 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

LRI Investments first reported a position in IONS in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.91K in Q2 2024. 130 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • LRI Investments held 110 shares of Ionis Pharmaceuticals worth $8.72K as of Q2 2026.
  • LRI Investments left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #995 holding.
  • LRI Investments first reported a position in Ionis Pharmaceuticals in Q2 2024 and has held it in 6 quarters since.
  • LRI Investments's Ionis Pharmaceuticals position peaked at $8.91K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.