Mather Group’s Ionis Pharmaceuticals IONS Stock Holding History

Mather 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	$23K	Buy	516 +106	+26%	+$6.02K	﹤0.01%	1400
2026 Q2	$32.5K	Hold	410	–	–	﹤0.01%	1214
2026 Q1	$30.8K	Buy	+410	New	+$32.4K	﹤0.01%	1168
2025 Q4	–	Sell	-410	Closed	-$26.8K	–	1131
2025 Q3	$26.8K	Buy	+410	New	+$20K	﹤0.01%	1055
2025 Q2	–	Sell	-410	Closed	-$12.4K	–	1152
2025 Q1	$12.4K	Sell	410 -241	-37%	-$7.89K	﹤0.01%	1198
2024 Q4	$22.8K	Buy	651 +135	+26%	+$5.05K	﹤0.01%	1054
2024 Q3	$20.7K	Sell	516 -395	-43%	-$18.4K	﹤0.01%	1056
2024 Q2	$39.5K	Buy	911 +240	+36%	+$9.8K	﹤0.01%	1062
2024 Q1	$33.9K	Buy	+671	New	+$32K	﹤0.01%	951

Other funds holding IONS

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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Mather Group's IONS Position: Q3 2026 in Review

Mather Group increased its Ionis Pharmaceuticals (IONS) stake by 26% in Q3 2026, buying an estimated $6.02K and bringing the position to 516 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Mather Group first reported a position in IONS in Q1 2024 and has held it in 9 quarters since. The position peaked at $39.5K in Q2 2024. 46 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

Mather Group held 516 shares of Ionis Pharmaceuticals worth $23K as of Q3 2026.
Mather Group bought 106 Ionis Pharmaceuticals shares in Q3 2026, an estimated $6.02K.
Ionis Pharmaceuticals made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1400 holding.
Mather Group first reported a position in Ionis Pharmaceuticals in Q1 2024 and has held it in 9 quarters since.
Mather Group's Ionis Pharmaceuticals position peaked at $39.5K in Q2 2024.
46 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.