MWM
IONS icon

Mascoma Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Mascoma Wealth 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
2026
Q1 		$1.05K Hold
14
– – ﹤0.01% 475
2025
Q4 		$1.11K Hold
14
– – ﹤0.01% 456
2025
Q3 		$916 Hold
14
– – ﹤0.01% 441
2025
Q2 		$553 Hold
14
– – ﹤0.01% 456
2025
Q1 		$422 Hold
14
– – ﹤0.01% 486
2024
Q4 		$489 Buy
+14
New +$523 ﹤0.01% 506

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mascoma Wealth Management's IONS Position: Q1 2026 in Review

Mascoma Wealth Management held its Ionis Pharmaceuticals (IONS) position steady in Q1 2026 at 14 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Mascoma Wealth Management first reported a position in IONS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11K in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Mascoma Wealth Management held 14 shares of Ionis Pharmaceuticals worth $1.05K as of Q1 2026.
  • Mascoma Wealth Management left its Ionis Pharmaceuticals share count unchanged in Q1 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #475 holding.
  • Mascoma Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
  • Mascoma Wealth Management's Ionis Pharmaceuticals position peaked at $1.11K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.