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Strategic Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History

Strategic Wealth Partners’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 		$11.9K Hold
150
– – ﹤0.01% 884
2026
Q1 		$11.3K Hold
150
– – ﹤0.01% 864
2025
Q4 		$11.9K Buy
+150
New +$11.3K ﹤0.01% 839

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

Strategic Wealth Partners's IONS Position: Q2 2026 in Review

Strategic Wealth Partners held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 150 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Strategic Wealth Partners first reported a position in IONS in Q4 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Strategic Wealth Partners held 150 shares of Ionis Pharmaceuticals worth $11.9K as of Q2 2026.
  • Strategic Wealth Partners left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #884 holding.
  • Strategic Wealth Partners first reported a position in Ionis Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.