Root Financial Partners
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Root Financial Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Root Financial Partners’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 		$30K Buy
+673
New +$38.2K ﹤0.01% 1341
2026
Q2 		– Sell
-681
Closed -$51.1K – 1777
2026
Q1 		$51.1K Sell
681
-658
-49% -$51.9K ﹤0.01% 866
2025
Q4 		$106K Sell
1,339
-1
-0.1% -$75 0.01% 445
2025
Q3 		$87.7K Buy
+1,340
New +$65.4K 0.01% 478

Other funds holding IONS

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas New York $2.51B AUM 38.65% 1-Year Est. Return
Sicart Associates
Sicart Associates New York $413M AUM 28.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Root Financial Partners's IONS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ionis Pharmaceuticals (IONS) in Q3 2026: 673 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IONS as recently as Q1 2026.

Root Financial Partners first reported a position in IONS in Q3 2025 and has held it in 4 quarters since. The position peaked at $106K in Q4 2025. 111 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • Root Financial Partners held 673 shares of Ionis Pharmaceuticals worth $30K as of Q3 2026.
  • Ionis Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1341 holding.
  • Root Financial Partners first reported a position in Ionis Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Ionis Pharmaceuticals position peaked at $106K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.