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SMA Capital’s Ionis Pharmaceuticals IONS Stock Holding History

SMA Capital’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 		$20.6K Buy
+260
New +$19.6K 0.01% 93

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

SMA Capital's IONS Position: Q2 2026 in Review

SMA Capital opened a new position in Ionis Pharmaceuticals (IONS) in Q2 2026: 260 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #93 among its holdings.

513 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • SMA Capital held 260 shares of Ionis Pharmaceuticals worth $20.6K as of Q2 2026.
  • Ionis Pharmaceuticals was a new SMA Capital position in Q2 2026.
  • Ionis Pharmaceuticals made up 0.01% of SMA Capital's portfolio in Q2 2026, its #93 holding.
  • 513 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.