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NewEdge Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

NewEdge Advisors’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
Q1 		$359K Sell
4,786
-152
-3% -$12K ﹤0.01% 2215
2025
Q4 		$391K Buy
4,938
+116
+2% +$8.73K ﹤0.01% 2139
2025
Q3 		$315K Buy
4,822
+4,626
+2,360% +$226K ﹤0.01% 2139
2025
Q2 		$7.74K Sell
196
-1,425
-88% -$46.6K ﹤0.01% 3280
2025
Q1 		$48.9K Sell
1,621
-199
-11% -$6.52K ﹤0.01% 2566
2024
Q4 		$63.6K Hold
1,820
– – ﹤0.01% 2433
2024
Q3 		$72.9K Sell
1,820
-330
-15% -$15.4K ﹤0.01% 2303
2024
Q2 		$102K Buy
2,150
+125
+6% +$5.13K ﹤0.01% 2112
2024
Q1 		$87.8K Sell
2,025
-63
-3% -$3K ﹤0.01% 2102
2023
Q4 		$106K Buy
2,088
+974
+87% +$46.7K ﹤0.01% 1933
2023
Q3 		$50.5K Buy
1,114
+1,093
+5,205% +$45.1K ﹤0.01% 2094
2023
Q2 		$861 Buy
21
+13
+163% +$500 ﹤0.01% 3268
2023
Q1 		$286 Sell
8
-1,309
-99% -$49.2K ﹤0.01% 3289
2022
Q4 		$49.4K Buy
+1,317
New +$55.4K ﹤0.01% 1720
2017
Q3 		– Sell
-195
Closed -$10K – 722
2017
Q2 		$10K Buy
+195
New +$9.08K ﹤0.01% 957

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Advisors's IONS Position: Q1 2026 in Review

NewEdge Advisors reduced its Ionis Pharmaceuticals (IONS) stake by 3.1% in Q1 2026, selling an estimated $12K and leaving 4,786 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

NewEdge Advisors first reported a position in IONS in Q2 2017 and has held it in 15 quarters since. The position peaked at $391K in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • NewEdge Advisors held 4,786 shares of Ionis Pharmaceuticals worth $359K as of Q1 2026.
  • NewEdge Advisors sold 152 Ionis Pharmaceuticals shares in Q1 2026, an estimated $12K.
  • Ionis Pharmaceuticals made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2215 holding.
  • NewEdge Advisors first reported a position in Ionis Pharmaceuticals in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Ionis Pharmaceuticals position peaked at $391K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.