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Private Wealth Management Group’s Ionis Pharmaceuticals IONS Stock Holding History

Private Wealth Management Group’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
Q1 		$4.88K Hold
65
– – ﹤0.01% 778
2025
Q4 		$5.14K Hold
65
– – ﹤0.01% 763
2025
Q3 		$4.25K Hold
65
– – ﹤0.01% 858
2025
Q2 		$2.57K Buy
65
+49
+306% +$1.6K ﹤0.01% 1003
2025
Q1 		$483 Buy
16
+6
+60% +$196 ﹤0.01% 1410
2024
Q4 		$350 Hold
10
– – ﹤0.01% 1472
2024
Q3 		$401 Hold
10
– – ﹤0.01% 1444
2024
Q2 		$477 Hold
10
– – ﹤0.01% 1458
2024
Q1 		$434 Hold
10
– – ﹤0.01% 1467
2023
Q4 		$506 Buy
+10
New +$479 ﹤0.01% 1462

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return