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Perbak Capital Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Perbak Capital Partners’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
2025
Q4 		– Sell
-4,426
Closed -$290K – 278
2025
Q3 		$290K Sell
4,426
-5,112
-54% -$250K 0.05% 270
2025
Q2 		$377K Buy
+9,538
New +$312K 0.09% 222

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Perbak Capital Partners's IONS Position: Q4 2025 in Review

Perbak Capital Partners sold out of Ionis Pharmaceuticals (IONS) in Q4 2025, closing a stake of 4,426 shares — an estimated $290K sold.

Perbak Capital Partners first reported a position in IONS in Q2 2025 and held it in 2 quarters. The position peaked at $377K in Q2 2025. 491 funds tracked by Wall St. Rank hold IONS as of Q4 2025.

  • Perbak Capital Partners reported no remaining Ionis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 4,426 Ionis Pharmaceuticals shares in Q4 2025, an estimated $290K.
  • Perbak Capital Partners first reported a position in Ionis Pharmaceuticals in Q2 2025 and held it in 2 quarters.
  • Perbak Capital Partners's Ionis Pharmaceuticals position peaked at $377K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2025.

Based on Perbak Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.