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Summit Trail Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Summit Trail Advisors’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 		$867K Buy
11,549
+1,606
+16% +$127K 0.01% 989
2025
Q4 		$787K Buy
9,943
+3,738
+60% +$281K 0.01% 926
2025
Q3 		$406K Buy
+6,205
New +$303K 0.01% 1137
2018
Q2 		– Sell
-20,574
Closed -$523K – 559
2018
Q1 		$523K Buy
20,574
+3,481
+20% +$177K 0.09% 201
2017
Q4 		$898K Buy
+17,093
New +$937K 0.11% 163

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Trail Advisors's IONS Position: Q1 2026 in Review

Summit Trail Advisors increased its Ionis Pharmaceuticals (IONS) stake by 16% in Q1 2026, buying an estimated $127K and bringing the position to 11,549 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #989.

Summit Trail Advisors first reported a position in IONS in Q4 2017 and has held it in 5 quarters since. The position peaked at $898K in Q4 2017. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Summit Trail Advisors held 11,549 shares of Ionis Pharmaceuticals worth $867K as of Q1 2026.
  • Summit Trail Advisors bought 1,606 Ionis Pharmaceuticals shares in Q1 2026, an estimated $127K.
  • Ionis Pharmaceuticals made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #989 holding.
  • Summit Trail Advisors first reported a position in Ionis Pharmaceuticals in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Ionis Pharmaceuticals position peaked at $898K in Q4 2017.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.