Straight Path Wealth Management
IONQ icon

Straight Path Wealth Management’s IonQ IONQ Stock Holding History

Straight Path Wealth Management’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
Q3 		$1.03M Buy
23,411
+15,001
+178% +$608K 0.23% 44
2026
Q2 		$448K Buy
+8,410
New +$426K 0.1% 77
2026
Q1 		– Sell
-6,410
Closed -$288K – 130
2025
Q4 		$288K Buy
6,410
+2,500
+64% +$140K 0.08% 99
2025
Q3 		$240K Buy
+3,910
New +$184K 0.06% 123

Other funds holding IONQ

UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Straight Path Wealth Management's IONQ Position: Q3 2026 in Review

Straight Path Wealth Management increased its IonQ (IONQ) stake by 178% in Q3 2026, buying an estimated $608K and bringing the position to 23,411 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #44.

Straight Path Wealth Management first reported a position in IONQ in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold IONQ as of Q3 2026.

  • Straight Path Wealth Management held 23,411 shares of IonQ worth $1.03M as of Q3 2026.
  • Straight Path Wealth Management bought 15,001 IonQ shares in Q3 2026, an estimated $608K.
  • IonQ made up 0.23% of Straight Path Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Straight Path Wealth Management first reported a position in IonQ in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held IonQ as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.