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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mascoma Wealth Management's IONS Position: Q2 2026 in Review

Mascoma Wealth Management held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 14 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Mascoma Wealth Management first reported a position in IONS in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Mascoma Wealth Management held 14 shares of Ionis Pharmaceuticals worth $1.11K as of Q2 2026.
  • Mascoma Wealth Management left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #498 holding.
  • Mascoma Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2024 and has held it in 7 quarters since.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.