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Plancorp LLC’s Ionis Pharmaceuticals IONS Stock Holding History

Plancorp LLC’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 		$632K Sell
11,128
-80
-0.7% -$6.02K 0.02% 220
2026
Q1 		$843K Hold
11,208
– – 0.02% 167
2025
Q4 		$887K Hold
11,208
– – 0.03% 159
2025
Q3 		$733K Hold
11,208
– – 0.02% 181
2025
Q2 		$443K Buy
11,208
+80
+0.7% +$2.62K 0.02% 241
2025
Q1 		$336K Hold
11,128
– – 0.01% 265
2024
Q4 		$389K Sell
11,128
-158
-1% -$5.91K 0.02% 218
2024
Q3 		$452K Hold
11,286
– – 0.02% 200
2024
Q2 		$538K Buy
11,286
+131
+1% +$5.37K 0.02% 173
2024
Q1 		$484K Hold
11,155
– – 0.02% 185
2023
Q4 		$564K Hold
11,155
– – 0.03% 149
2023
Q3 		$506K Hold
11,155
– – 0.03% 149
2023
Q2 		$458K Sell
11,155
-2
-0% -$77 0.02% 155
2023
Q1 		$399K Sell
11,157
-55
-0.5% -$2.06K 0.02% 172
2022
Q4 		$423K Sell
11,212
-43
-0.4% -$1.81K 0.03% 160
2022
Q3 		$498K Buy
11,255
+20
+0.2% +$843 0.03% 146
2022
Q2 		$416K Buy
11,235
+23
+0.2% +$867 0.03% 157
2022
Q1 		$415K Sell
11,212
-62
-0.5% -$2.03K 0.03% 159
2021
Q4 		$343K Buy
11,274
+140
+1% +$4.41K 0.02% 180
2021
Q3 		$373K Buy
11,134
+14
+0.1% +$528 0.03% 163
2021
Q2 		$444K Buy
11,120
+20
+0.2% +$783 0.03% 141
2021
Q1 		$499K Hold
11,100
– – 0.11% 120
2020
Q4 		$628K Sell
11,100
-20
-0.2% -$997 0.15% 102
2020
Q3 		$528K Buy
+11,120
New +$618K 0.16% 100

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Plancorp LLC's IONS Position: Q2 2026 in Review

Plancorp LLC reduced its Ionis Pharmaceuticals (IONS) stake by 0.71% in Q2 2026, selling an estimated $6.02K and leaving 11,128 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #220.

Plancorp LLC first reported a position in IONS in Q3 2020 and has held it in 24 quarters since. The position peaked at $887K in Q4 2025. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Plancorp LLC held 11,128 shares of Ionis Pharmaceuticals worth $632K as of Q2 2026.
  • Plancorp LLC sold 80 Ionis Pharmaceuticals shares in Q2 2026, an estimated $6.02K.
  • Ionis Pharmaceuticals made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #220 holding.
  • Plancorp LLC first reported a position in Ionis Pharmaceuticals in Q3 2020 and has held it in 24 quarters since.
  • Plancorp LLC's Ionis Pharmaceuticals position peaked at $887K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.