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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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Private Wealth Management Group's IONS Position: Q2 2026 in Review

Private Wealth Management Group held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 65 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Private Wealth Management Group first reported a position in IONS in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Private Wealth Management Group held 65 shares of Ionis Pharmaceuticals worth $5.15K as of Q2 2026.
  • Private Wealth Management Group left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #837 holding.
  • Private Wealth Management Group first reported a position in Ionis Pharmaceuticals in Q4 2023 and has held it in 11 quarters since.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.