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Summit Securities Group’s Ionis Pharmaceuticals IONS Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-748
Closed -$59.2K – 1212
2025
Q4 		$59.2K Buy
+748
New +$56.3K 0.01% 578

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Summit Securities Group's IONS Position: Q1 2026 in Review

Summit Securities Group sold out of Ionis Pharmaceuticals (IONS) in Q1 2026, closing a stake of 748 shares — an estimated $59.2K sold.

Summit Securities Group first reported a position in IONS in Q4 2025 and held it in 1 quarter. The position peaked at $59.2K in Q4 2025. 497 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Summit Securities Group reported no remaining Ionis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 748 Ionis Pharmaceuticals shares in Q1 2026, an estimated $59.2K.
  • Summit Securities Group first reported a position in Ionis Pharmaceuticals in Q4 2025 and held it in 1 quarter.
  • Summit Securities Group's Ionis Pharmaceuticals position peaked at $59.2K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.