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NewEdge Wealth’s Ionis Pharmaceuticals IONS Stock Holding History

NewEdge 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 		$712K Buy
+8,977
New +$676K 0.01% 758
2022
Q4 		– Sell
-5,854
Closed -$259K – 558
2022
Q3 		$259K Sell
5,854
-1,461
-20% -$61.6K 0.01% 453
2022
Q2 		$271K Buy
+7,315
New +$276K 0.01% 483
2021
Q2 		– Sell
-8,224
Closed -$370K – 295
2021
Q1 		$370K Buy
+8,224
New +$459K 0.04% 242

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

NewEdge Wealth's IONS Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Ionis Pharmaceuticals (IONS) in Q2 2026: 8,977 shares worth $712K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in IONS as recently as Q3 2022.

NewEdge Wealth first reported a position in IONS in Q1 2021 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • NewEdge Wealth held 8,977 shares of Ionis Pharmaceuticals worth $712K as of Q2 2026.
  • Ionis Pharmaceuticals was a new NewEdge Wealth position in Q2 2026.
  • Ionis Pharmaceuticals made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #758 holding.
  • NewEdge Wealth first reported a position in Ionis Pharmaceuticals in Q1 2021 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.