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 Q3	–	Sell	-3,477	Closed	-$276K	–	1520
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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management's IONS Position: Q3 2026 in Review

Perigon Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q3 2026, closing a stake of 3,477 shares — an estimated $276K sold.

Perigon Wealth Management first reported a position in IONS in Q2 2014 and held it in 14 quarters. The position peaked at $1.06M in Q1 2015. 54 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

Perigon Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 3,477 Ionis Pharmaceuticals shares in Q3 2026, an estimated $276K.
Perigon Wealth Management first reported a position in Ionis Pharmaceuticals in Q2 2014 and held it in 14 quarters.
Perigon Wealth Management's Ionis Pharmaceuticals position peaked at $1.06M in Q1 2015.
54 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.