Rothschild Investment LLC’s Ionis Pharmaceuticals IONS Stock Holding History

Rothschild Investment LLC’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	$1.03K	Hold	13	–	–	﹤0.01%	3032
2026 Q1	$976	Sell	13 -6	-32%	-$474	﹤0.01%	2880
2025 Q4	$1.5K	Buy	19 +6	+46%	+$452	﹤0.01%	2507
2025 Q3	$850	Buy	13 +3	+30%	+$146	﹤0.01%	2650
2025 Q2	$395	Buy	+10	New	+$327	﹤0.01%	2808
2025 Q1	–	Sell	-5	Closed	-$175	–	3060
2024 Q4	$175	Buy	+5	New	+$187	﹤0.01%	2817

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Rothschild Investment LLC's IONS Position: Q2 2026 in Review

Rothschild Investment LLC held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 13 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

Rothschild Investment LLC first reported a position in IONS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5K in Q4 2025. 513 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

Rothschild Investment LLC held 13 shares of Ionis Pharmaceuticals worth $1.03K as of Q2 2026.
Rothschild Investment LLC left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
Ionis Pharmaceuticals made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3032 holding.
Rothschild Investment LLC first reported a position in Ionis Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
Rothschild Investment LLC's Ionis Pharmaceuticals position peaked at $1.5K in Q4 2025.
513 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.