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 Q3	–	Sell	-3,261	Closed	-$259K	–	148
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

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

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

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

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 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

Mitchell & Pahl Private Wealth's IONS Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth sold out of Ionis Pharmaceuticals (IONS) in Q3 2026, closing a stake of 3,261 shares — an estimated $259K sold.

Mitchell & Pahl Private Wealth first reported a position in IONS in Q4 2020 and held it in 13 quarters. The position peaked at $397K in Q4 2020. 60 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

Mitchell & Pahl Private Wealth reported no remaining Ionis Pharmaceuticals position as of Q3 2026 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 3,261 Ionis Pharmaceuticals shares in Q3 2026, an estimated $259K.
Mitchell & Pahl Private Wealth first reported a position in Ionis Pharmaceuticals in Q4 2020 and held it in 13 quarters.
Mitchell & Pahl Private Wealth's Ionis Pharmaceuticals position peaked at $397K in Q4 2020.
60 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.