Spire Wealth Management
IONS icon

Spire Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Spire Wealth Management’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 		$4.46K Sell
100
-1
-1% -$57 ﹤0.01% 1836
2026
Q2 		$8.01K Sell
101
-24
-19% -$1.81K ﹤0.01% 1710
2026
Q1 		$9.39K Hold
125
– – ﹤0.01% 1635
2025
Q4 		$9.9K Hold
125
– – ﹤0.01% 1703
2025
Q3 		$8.18K Hold
125
– – ﹤0.01% 1828
2025
Q2 		$4.94K Hold
125
– – ﹤0.01% 1949
2025
Q1 		$3.77K Hold
125
– – ﹤0.01% 2135
2024
Q4 		$4.37K Hold
125
– – ﹤0.01% 2083
2024
Q3 		$5.01K Hold
125
– – ﹤0.01% 1824
2024
Q2 		$5.96K Hold
125
– – ﹤0.01% 1784
2024
Q1 		$5.42K Hold
125
– – ﹤0.01% 1908
2023
Q4 		$6.37K Sell
125
-85
-40% -$4.07K ﹤0.01% 1895
2023
Q3 		$9.5K Hold
210
– – ﹤0.01% 1751
2023
Q2 		$8.62K Hold
210
– – ﹤0.01% 1859
2023
Q1 		$7.5K Buy
210
+85
+68% +$3.19K ﹤0.01% 1941
2022
Q4 		$5K Hold
125
– – ﹤0.01% 1829
2022
Q3 		$6K Sell
125
-181
-59% -$7.63K ﹤0.01% 1701
2022
Q2 		$11K Sell
306
-63
-17% -$2.38K ﹤0.01% 1880
2022
Q1 		$14K Sell
369
-2,121
-85% -$69.4K ﹤0.01% 1921
2021
Q4 		$76K Buy
2,490
+2,195
+744% +$69.1K ﹤0.01% 1528
2021
Q3 		$10K Hold
295
– – ﹤0.01% 2097
2021
Q2 		$12K Sell
295
-2,209
-88% -$86.5K ﹤0.01% 2057
2021
Q1 		$108K Buy
+2,504
New +$140K ﹤0.01% 1371

Other funds holding IONS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Spire Wealth Management's IONS Position: Q3 2026 in Review

Spire Wealth Management reduced its Ionis Pharmaceuticals (IONS) stake by 0.99% in Q3 2026, selling an estimated $57 and leaving 100 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Spire Wealth Management first reported a position in IONS in Q1 2021 and has held it in 23 quarters since. The position peaked at $108K in Q1 2021. 137 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • Spire Wealth Management held 100 shares of Ionis Pharmaceuticals worth $4.46K as of Q3 2026.
  • Spire Wealth Management sold 1 Ionis Pharmaceuticals share in Q3 2026, an estimated $57.
  • Ionis Pharmaceuticals made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1836 holding.
  • Spire Wealth Management first reported a position in Ionis Pharmaceuticals in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Ionis Pharmaceuticals position peaked at $108K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.