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Prospera Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History

Prospera Financial Services’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 		$333K Sell
4,194
-147
-3% -$11.1K ﹤0.01% 1201
2026
Q1 		$326K Sell
4,341
-418
-9% -$33K 0.01% 1180
2025
Q4 		$376K Buy
4,759
+178
+4% +$13.4K 0.01% 1048
2025
Q3 		$300K Buy
+4,581
New +$224K 0.01% 1138
2024
Q3 		– Sell
-4,451
Closed -$212K – 1160
2024
Q2 		$212K Sell
4,451
-166
-4% -$6.81K 0.01% 1053
2024
Q1 		$200K Sell
4,617
-81
-2% -$3.86K 0.01% 1043
2023
Q4 		$238K Sell
4,698
-55
-1% -$2.63K 0.01% 933
2023
Q3 		$216K Buy
+4,753
New +$196K 0.01% 927
2022
Q4 		– Sell
-5,095
Closed -$226K – 929
2022
Q3 		$226K Sell
5,095
-26,189
-84% -$1.1M 0.01% 741
2022
Q2 		$1.16M Buy
31,284
+26,644
+574% +$1M 0.06% 336
2022
Q1 		$172K Buy
+4,640
New +$152K 0.01% 927
2020
Q4 		– Sell
-177
Closed -$8K – 1102
2020
Q3 		$8K Sell
177
-4,924
-97% -$274K ﹤0.01% 1169
2020
Q2 		$301K Sell
5,101
-2,749
-35% -$153K 0.03% 440
2020
Q1 		$371K Sell
7,850
-1,244
-14% -$69.3K 0.04% 366
2019
Q4 		$549K Buy
9,094
+1,134
+14% +$67.6K 0.04% 365
2019
Q3 		$477K Buy
+7,960
New +$519K 0.05% 318

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

Prospera Financial Services's IONS Position: Q2 2026 in Review

Prospera Financial Services reduced its Ionis Pharmaceuticals (IONS) stake by 3.4% in Q2 2026, selling an estimated $11.1K and leaving 4,194 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Prospera Financial Services first reported a position in IONS in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.16M in Q2 2022. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Prospera Financial Services held 4,194 shares of Ionis Pharmaceuticals worth $333K as of Q2 2026.
  • Prospera Financial Services sold 147 Ionis Pharmaceuticals shares in Q2 2026, an estimated $11.1K.
  • Ionis Pharmaceuticals made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1201 holding.
  • Prospera Financial Services first reported a position in Ionis Pharmaceuticals in Q3 2019 and has held it in 16 quarters since.
  • Prospera Financial Services's Ionis Pharmaceuticals position peaked at $1.16M in Q2 2022.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.