Pinnacle Wealth Planning Services’s Ionis Pharmaceuticals IONS Stock Holding History

Pinnacle Wealth Planning Services’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	$300K	Sell	3,780 -433	-10%	-$32.6K	0.03%	373
2026 Q1	$316K	Buy	4,213 +349	+9%	+$27.5K	0.03%	321
2025 Q4	$306K	Sell	3,864 -1,249	-24%	-$94K	0.03%	314
2025 Q3	$334K	Sell	5,113 -171	-3%	-$8.35K	0.04%	288
2025 Q2	$209K	Buy	+5,284	New	+$173K	0.03%	416
2021 Q1	–	Sell	-25	Closed	-$1K	–	1122
2020 Q4	$1K	Buy	+25	New	+$1.25K	﹤0.01%	2128

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

Pinnacle Wealth Planning Services's IONS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Ionis Pharmaceuticals (IONS) stake by 10% in Q2 2026, selling an estimated $32.6K and leaving 3,780 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #373.

Pinnacle Wealth Planning Services first reported a position in IONS in Q4 2020 and has held it in 6 quarters since. The position peaked at $334K in Q3 2025. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Pinnacle Wealth Planning Services held 3,780 shares of Ionis Pharmaceuticals worth $300K as of Q2 2026.
Pinnacle Wealth Planning Services sold 433 Ionis Pharmaceuticals shares in Q2 2026, an estimated $32.6K.
Ionis Pharmaceuticals made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #373 holding.
Pinnacle Wealth Planning Services first reported a position in Ionis Pharmaceuticals in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Ionis Pharmaceuticals position peaked at $334K in Q3 2025.
514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.