Mitchell & Pahl Private Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

Mitchell & Pahl Private Wealth’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	$259K	Hold	3,261	–	–	0.1%	144
2026 Q1	$245K	Sell	3,261 -118	-3%	-$9.31K	0.1%	141
2025 Q4	$267K	Sell	3,379 -193	-5%	-$14.5K	0.11%	141
2025 Q3	$234K	Buy	+3,572	New	+$174K	0.1%	141
2024 Q3	–	Sell	-4,540	Closed	-$216K	–	147
2024 Q2	$216K	Buy	+4,540	New	+$186K	0.11%	139
2024 Q1	–	Sell	-4,617	Closed	-$234K	–	143
2023 Q4	$234K	Sell	4,617 -5	-0.1%	-$239	0.13%	137
2023 Q3	$210K	Buy	+4,622	New	+$191K	0.12%	147
2022 Q4	–	Sell	-4,866	Closed	-$215K	–	154
2022 Q3	$215K	Buy	+4,866	New	+$205K	0.16%	147
2022 Q2	–	Sell	-5,489	Closed	-$203K	–	163
2022 Q1	$203K	Buy	+5,489	New	+$180K	0.13%	162
2021 Q4	–	Sell	-6,888	Closed	-$231K	–	169
2021 Q3	$231K	Sell	6,888 -48	-0.7%	-$1.81K	0.17%	142
2021 Q2	$277K	Sell	6,936 -69	-1%	-$2.7K	0.2%	129
2021 Q1	$315K	Sell	7,005 -16	-0.2%	-$892	0.24%	121
2020 Q4	$397K	Buy	+7,021	New	+$350K	0.33%	90

Other funds holding IONS

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Mitchell & Pahl Private Wealth's IONS Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 3,261 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #144.

Mitchell & Pahl Private Wealth first reported a position in IONS in Q4 2020 and has held it in 13 quarters since. The position peaked at $397K in Q4 2020. 49 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Mitchell & Pahl Private Wealth held 3,261 shares of Ionis Pharmaceuticals worth $259K as of Q2 2026.
Mitchell & Pahl Private Wealth left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
Ionis Pharmaceuticals made up 0.1% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #144 holding.
Mitchell & Pahl Private Wealth first reported a position in Ionis Pharmaceuticals in Q4 2020 and has held it in 13 quarters since.
Mitchell & Pahl Private Wealth's Ionis Pharmaceuticals position peaked at $397K in Q4 2020.
49 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.