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SOA Wealth Advisors’s IonQ IONQ Stock Holding History

SOA Wealth Advisors’s Portfolio IONQ Stock Details IONQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.63K Buy
334
+121
+57% +$4.64K ﹤0.01% 597
2025
Q4 		$9.56K Buy
213
+109
+105% +$6.11K ﹤0.01% 600
2025
Q3 		$6.4K Sell
104
-10
-9% -$470 ﹤0.01% 651
2025
Q2 		$4.9K Buy
114
+110
+2,750% +$3.69K ﹤0.01% 659
2025
Q1 		$88 Hold
4
– – ﹤0.01% 852
2024
Q4 		$167 Sell
4
-21
-84% -$527 ﹤0.01% 830
2024
Q3 		$219 Sell
25
-325
-93% -$2.48K ﹤0.01% 789
2024
Q2 		$2.46K Buy
350
+50
+17% +$409 ﹤0.01% 659
2024
Q1 		$3K Hold
300
– – ﹤0.01% 663
2023
Q4 		$3.72K Hold
300
– – ﹤0.01% 632
2023
Q3 		$4.46K Hold
300
– – ﹤0.01% 629
2023
Q2 		$4.06K Hold
300
– – ﹤0.01% 649
2023
Q1 		$1.84K Hold
300
– – ﹤0.01% 737
2022
Q4 		$1.03K Hold
300
– – ﹤0.01% 792
2022
Q3 		$1K Buy
+300
New +$1.66K ﹤0.01% 774

Other funds holding IONQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOA Wealth Advisors's IONQ Position: Q1 2026 in Review

SOA Wealth Advisors increased its IonQ (IONQ) stake by 57% in Q1 2026, buying an estimated $4.64K and bringing the position to 334 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

SOA Wealth Advisors first reported a position in IONQ in Q3 2022 and has held it in 15 quarters since. 629 funds tracked by Wall St. Rank hold IONQ as of Q1 2026.

  • SOA Wealth Advisors held 334 shares of IonQ worth $9.63K as of Q1 2026.
  • SOA Wealth Advisors bought 121 IonQ shares in Q1 2026, an estimated $4.64K.
  • IonQ made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #597 holding.
  • SOA Wealth Advisors first reported a position in IonQ in Q3 2022 and has held it in 15 quarters since.
  • 629 funds tracked by Wall St. Rank held IonQ as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.