SageView Advisory Group’s Ionis Pharmaceuticals IONS Stock Holding History

SageView Advisory 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
2025 Q4	$17K	Buy	+215	New	+$16.2K	﹤0.01%	1519

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

SageView Advisory Group's IONS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Ionis Pharmaceuticals (IONS) in Q4 2025: 215 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings.

491 funds tracked by Wall St. Rank hold IONS as of Q4 2025.

SageView Advisory Group held 215 shares of Ionis Pharmaceuticals worth $17K as of Q4 2025.
Ionis Pharmaceuticals was a new SageView Advisory Group position in Q4 2025.
Ionis Pharmaceuticals made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1519 holding.
491 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.