Plante Moran Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Plante Moran Financial Advisors’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	$159	Buy	+2	New	+$151	﹤0.01%	1498
2023 Q3	–	Sell	-40	Closed	-$1.64K	–	810
2023 Q2	$1.64K	Buy	+40	New	+$1.54K	﹤0.01%	698
2020 Q3	–	Sell	-11	Closed	-$1K	–	869
2020 Q2	$1K	Buy	+11	New	+$612	﹤0.01%	709
2016 Q3	–	Sell	-47	Closed	-$1K	–	959
2016 Q2	$1K	Buy	+47	New	+$1.52K	﹤0.01%	861
2016 Q1	–	Sell	-269	Closed	-$17K	–	947
2015 Q4	$17K	Buy	+269	New	+$14.5K	0.01%	480

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Plante Moran Financial Advisors's IONS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Ionis Pharmaceuticals (IONS) in Q2 2026: 2 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in IONS as recently as Q2 2023.

Plante Moran Financial Advisors first reported a position in IONS in Q4 2015 and has held it in 5 quarters since. The position peaked at $17K in Q4 2015. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of Ionis Pharmaceuticals worth $159 as of Q2 2026.
Ionis Pharmaceuticals was a new Plante Moran Financial Advisors position in Q2 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1498 holding.
Plante Moran Financial Advisors first reported a position in Ionis Pharmaceuticals in Q4 2015 and has held it in 5 quarters since.
Plante Moran Financial Advisors's Ionis Pharmaceuticals position peaked at $17K in Q4 2015.
515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.