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 Q3	$625	Hold	14	–	–	﹤0.01%	520
2026 Q2	$1.11K	Hold	14	–	–	﹤0.01%	498
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return

Mascoma Wealth Management's IONS Position: Q3 2026 in Review

Mascoma Wealth Management held its Ionis Pharmaceuticals (IONS) position steady in Q3 2026 at 14 shares worth $625. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Mascoma Wealth Management first reported a position in IONS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11K in Q2 2026. 194 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

Mascoma Wealth Management held 14 shares of Ionis Pharmaceuticals worth $625 as of Q3 2026.
Mascoma Wealth Management left its Ionis Pharmaceuticals share count unchanged in Q3 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #520 holding.
Mascoma Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2024 and has held it in 8 quarters since.
Mascoma Wealth Management's Ionis Pharmaceuticals position peaked at $1.11K in Q2 2026.
194 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.