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
2026 Q2	$2.54K	Hold	32	–	–	﹤0.01%	524
2026 Q1	$2.4K	Buy	32 +6	+23%	+$474	﹤0.01%	464
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 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

Principia Wealth Advisory's IONS Position: Q2 2026 in Review

Principia Wealth Advisory held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 32 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Principia Wealth Advisory first reported a position in IONS in Q4 2024 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Principia Wealth Advisory held 32 shares of Ionis Pharmaceuticals worth $2.54K as of Q2 2026.
Principia Wealth Advisory left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #524 holding.
Principia Wealth Advisory first reported a position in Ionis Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.