Perigon Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Perigon 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 Q2	$276K	Buy	3,477 +47	+1%	+$3.54K	﹤0.01%	1170
2026 Q1	$258K	Buy	+3,430	New	+$271K	﹤0.01%	1077
2017 Q3	–	Sell	-15,669	Closed	-$797K	–	677
2017 Q2	$797K	Hold	15,669	–	–	0.17%	130
2017 Q1	$630K	Hold	15,669	–	–	0.13%	155
2016 Q4	$857K	Sell	15,669 -981	-6%	-$38.8K	0.19%	123
2016 Q3	$610K	Hold	16,650	–	–	0.16%	130
2016 Q2	$388K	Buy	+16,650	New	+$537K	0.1%	155
2016 Q1	–	Sell	-16,650	Closed	-$1.03M	–	290
2015 Q4	$1.03M	Hold	16,650	–	–	0.28%	97
2015 Q3	$673K	Hold	16,650	–	–	0.2%	119
2015 Q2	$958K	Hold	16,650	–	–	0.25%	97
2015 Q1	$1.06M	Hold	16,650	–	–	0.29%	86
2014 Q4	$1.03M	Hold	16,650	–	–	0.31%	77
2014 Q3	$647K	Hold	16,650	–	–	0.19%	109
2014 Q2	$574K	Buy	+16,650	New	+$524K	0.16%	115

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Perigon Wealth Management's IONS Position: Q2 2026 in Review

Perigon Wealth Management increased its Ionis Pharmaceuticals (IONS) stake by 1.4% in Q2 2026, buying an estimated $3.54K and bringing the position to 3,477 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Perigon Wealth Management first reported a position in IONS in Q2 2014 and has held it in 14 quarters since. The position peaked at $1.06M in Q1 2015. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Perigon Wealth Management held 3,477 shares of Ionis Pharmaceuticals worth $276K as of Q2 2026.
Perigon Wealth Management bought 47 Ionis Pharmaceuticals shares in Q2 2026, an estimated $3.54K.
Ionis Pharmaceuticals made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1170 holding.
Perigon Wealth Management first reported a position in Ionis Pharmaceuticals in Q2 2014 and has held it in 14 quarters since.
Perigon Wealth Management's Ionis Pharmaceuticals position peaked at $1.06M in Q1 2015.
514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.