Steward Partners Investment Advisory’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $273K | Buy |
3,639
+2,570
| +240% | +$203K | ﹤0.01% | 1848 |
|
|
2025
Q4 | $84.6K | Hold |
1,069
| – | – | ﹤0.01% | 2391 |
|
|
2025
Q3 | $69.9K | Sell |
1,069
-152
| -12% | -$7.42K | ﹤0.01% | 2443 |
|
|
2025
Q2 | $48.2K | Buy |
1,221
+131
| +12% | +$4.29K | ﹤0.01% | 2503 |
|
|
2025
Q1 | $32.9K | Sell |
1,090
-1,984
| -65% | -$65K | ﹤0.01% | 2587 |
|
|
2024
Q4 | $107K | Buy |
3,074
+1,019
| +50% | +$38.1K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $82.3K | Buy |
2,055
+1,426
| +227% | +$66.3K | ﹤0.01% | 1978 |
|
|
2024
Q2 | $30K | Sell |
629
-94
| -13% | -$3.85K | ﹤0.01% | 2346 |
|
|
2024
Q1 | $31.3K | Buy |
723
+242
| +50% | +$11.5K | ﹤0.01% | 2322 |
|
|
2023
Q4 | $24.3K | Sell |
481
-25
| -5% | -$1.2K | ﹤0.01% | 2313 |
|
|
2023
Q3 | $23K | Buy |
506
+240
| +90% | +$9.9K | ﹤0.01% | 2236 |
|
|
2023
Q2 | $10.9K | Sell |
266
-58
| -18% | -$2.23K | ﹤0.01% | 2539 |
|
|
2023
Q1 | $11.6K | Buy |
324
+11
| +4% | +$413 | ﹤0.01% | 2489 |
|
|
2022
Q4 | $11.8K | Sell |
313
-23
| -7% | -$967 | ﹤0.01% | 2477 |
|
|
2022
Q3 | $15K | Sell |
336
-26
| -7% | -$1.1K | ﹤0.01% | 2348 |
|
|
2022
Q2 | $13K | Hold |
362
| – | – | ﹤0.01% | 2414 |
|
|
2022
Q1 | $13K | Sell |
362
-343
| -49% | -$11.2K | ﹤0.01% | 2552 |
|
|
2021
Q4 | $21K | Sell |
705
-2,651
| -79% | -$83.4K | ﹤0.01% | 2302 |
|
|
2021
Q3 | $113K | Buy |
3,356
+244
| +8% | +$9.19K | ﹤0.01% | 1499 |
|
|
2021
Q2 | $124K | Sell |
3,112
-4,230
| -58% | -$166K | ﹤0.01% | 1960 |
|
|
2021
Q1 | $330K | Buy |
7,342
+1,955
| +36% | +$109K | 0.01% | 1052 |
|
|
2020
Q4 | $305K | Buy |
5,387
+235
| +5% | +$11.7K | 0.01% | 907 |
|
|
2020
Q3 | $244K | Buy |
5,152
+165
| +3% | +$9.16K | 0.01% | 881 |
|
|
2020
Q2 | $294K | Buy |
4,987
+1,240
| +33% | +$69K | 0.01% | 759 |
|
|
2020
Q1 | $177K | Hold |
3,747
| – | – | 0.01% | 825 |
|
|
2019
Q4 | $226K | Hold |
3,747
| – | – | 0.01% | 847 |
|
|
2019
Q3 | $224K | Buy |
3,747
+575
| +18% | +$37.5K | 0.01% | 812 |
|
|
2019
Q2 | $203K | Sell |
3,172
-168
| -5% | -$11.9K | 0.01% | 812 |
|
|
2019
Q1 | $271K | Buy |
+3,340
| New | +$215K | 0.01% | 666 |
|
|
2018
Q4 | – | Sell |
-3,366
| Closed | -$174K | – | 1435 |
|
|
2018
Q3 | $174K | Sell |
3,366
-125
| -4% | -$5.87K | 0.01% | 760 |
|
|
2018
Q2 | $145K | Buy |
3,491
+54
| +2% | +$2.39K | 0.01% | 740 |
|
|
2018
Q1 | $151K | Sell |
3,437
-1,761
| -34% | -$89.5K | 0.01% | 677 |
|
|
2017
Q4 | $261K | Buy |
5,198
+3,223
| +163% | +$177K | 0.02% | 474 |
|
|
2017
Q3 | $100K | Hold |
1,975
| – | – | 0.01% | 542 |
|
|
2017
Q2 | $100K | Buy |
1,975
+1,690
| +593% | +$78.7K | 0.01% | 496 |
|
|
2017
Q1 | $11K | Buy |
+285
| New | +$12.8K | ﹤0.01% | 919 |
|
Other funds holding IONS
VPM
VCM
Steward Partners Investment Advisory's IONS Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Ionis Pharmaceuticals (IONS) stake by 240% in Q1 2026, buying an estimated $203K and bringing the position to 3,639 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.
Steward Partners Investment Advisory first reported a position in IONS in Q1 2017 and has held it in 36 quarters since. The position peaked at $330K in Q1 2021. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.
- Steward Partners Investment Advisory held 3,639 shares of Ionis Pharmaceuticals worth $273K as of Q1 2026.
- Steward Partners Investment Advisory bought 2,570 Ionis Pharmaceuticals shares in Q1 2026, an estimated $203K.
- Ionis Pharmaceuticals made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1848 holding.
- Steward Partners Investment Advisory first reported a position in Ionis Pharmaceuticals in Q1 2017 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Ionis Pharmaceuticals position peaked at $330K in Q1 2021.
- 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.