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 Q3	$2.9K	Hold	65	–	–	﹤0.01%	1059
2026 Q2	$5.15K	Hold	65	–	–	﹤0.01%	837
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 Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Private Wealth Management Group's IONS Position: Q3 2026 in Review

Private Wealth Management Group held its Ionis Pharmaceuticals (IONS) position steady in Q3 2026 at 65 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Private Wealth Management Group first reported a position in IONS in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.15K in Q2 2026. 227 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

Private Wealth Management Group held 65 shares of Ionis Pharmaceuticals worth $2.9K as of Q3 2026.
Private Wealth Management Group left its Ionis Pharmaceuticals share count unchanged in Q3 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1059 holding.
Private Wealth Management Group first reported a position in Ionis Pharmaceuticals in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Ionis Pharmaceuticals position peaked at $5.15K in Q2 2026.
227 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.