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 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 $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

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

Perigon Wealth Management opened a new position in Ionis Pharmaceuticals (IONS) in Q1 2026: 3,430 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in IONS as recently as Q2 2017.

Perigon Wealth Management first reported a position in IONS in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2015. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

Perigon Wealth Management held 3,430 shares of Ionis Pharmaceuticals worth $258K as of Q1 2026.
Ionis Pharmaceuticals was a new Perigon Wealth Management position in Q1 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1077 holding.
Perigon Wealth Management first reported a position in Ionis Pharmaceuticals in Q2 2014 and has held it in 13 quarters since.
Perigon Wealth Management's Ionis Pharmaceuticals position peaked at $1.06M in Q1 2015.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.