Nicola Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Nicola Wealth Management’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	$3.9M	Sell	52,000 -35,000	-40%	-$2.76M	0.47%	59
2025 Q4	$6.88M	Hold	87,000	–	–	0.63%	52
2025 Q3	$5.69M	Hold	87,000	–	–	0.51%	54
2025 Q2	$3.44M	Hold	87,000	–	–	0.32%	58
2025 Q1	$2.62M	Hold	87,000	–	–	0.26%	69
2024 Q4	$4.37M	Hold	87,000	–	–	0.41%	60
2024 Q3	$4.71M	Buy	87,000 +13,000	+18%	+$605K	0.37%	62
2024 Q2	$4.83M	Buy	74,000 +18,000	+32%	+$738K	0.43%	57
2024 Q1	$3.29M	Hold	56,000	–	–	0.32%	72
2023 Q4	$3.75M	Buy	56,000 +26,000	+87%	+$1.25M	0.39%	65
2023 Q3	$1.84M	Buy	+30,000	New	+$1.24M	0.2%	93

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nicola Wealth Management's IONS Position: Q1 2026 in Review

Nicola Wealth Management reduced its Ionis Pharmaceuticals (IONS) stake by 40% in Q1 2026, selling an estimated $2.76M and leaving 52,000 shares worth $3.9M. The position accounts for 0.47% of the portfolio, ranked #59.

Nicola Wealth Management first reported a position in IONS in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.88M in Q4 2025. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Nicola Wealth Management held 52,000 shares of Ionis Pharmaceuticals worth $3.9M as of Q1 2026.
Nicola Wealth Management sold 35,000 Ionis Pharmaceuticals shares in Q1 2026, an estimated $2.76M.
Ionis Pharmaceuticals made up 0.47% of Nicola Wealth Management's portfolio in Q1 2026, its #59 holding.
Nicola Wealth Management first reported a position in Ionis Pharmaceuticals in Q3 2023 and has held it in 11 quarters since.
Nicola Wealth Management's Ionis Pharmaceuticals position peaked at $6.88M in Q4 2025.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.