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Principia Wealth Advisory’s Ionis Pharmaceuticals IONS Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$2.06K Hold
26
– – ﹤0.01% 457
2025
Q3 		$1.7K Buy
26
+1
+4% +$49 ﹤0.01% 476
2025
Q2 		$988 Buy
+25
New +$818 ﹤0.01% 578
2025
Q1 		– Sell
-9
Closed -$315 – 882
2024
Q4 		$315 Buy
+9
New +$336 ﹤0.01% 663

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Principia Wealth Advisory's IONS Position: Q4 2025 in Review

Principia Wealth Advisory held its Ionis Pharmaceuticals (IONS) position steady in Q4 2025 at 26 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Principia Wealth Advisory first reported a position in IONS in Q4 2024 and has held it in 4 quarters since. 491 funds tracked by Wall St. Rank hold IONS as of Q4 2025.

  • Principia Wealth Advisory held 26 shares of Ionis Pharmaceuticals worth $2.06K as of Q4 2025.
  • Principia Wealth Advisory left its Ionis Pharmaceuticals share count unchanged in Q4 2025.
  • Ionis Pharmaceuticals made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #457 holding.
  • Principia Wealth Advisory first reported a position in Ionis Pharmaceuticals in Q4 2024 and has held it in 4 quarters since.
  • 491 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.