STA
IONS icon

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
Q2 		$1.1M Buy
13,931
+2,382
+21% +$179K 0.01% 946
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 $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

Summit Trail Advisors's IONS Position: Q2 2026 in Review

Summit Trail Advisors increased its Ionis Pharmaceuticals (IONS) stake by 21% in Q2 2026, buying an estimated $179K and bringing the position to 13,931 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #946.

Summit Trail Advisors first reported a position in IONS in Q4 2017 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Summit Trail Advisors held 13,931 shares of Ionis Pharmaceuticals worth $1.1M as of Q2 2026.
  • Summit Trail Advisors bought 2,382 Ionis Pharmaceuticals shares in Q2 2026, an estimated $179K.
  • Ionis Pharmaceuticals made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #946 holding.
  • Summit Trail Advisors first reported a position in Ionis Pharmaceuticals in Q4 2017 and has held it in 6 quarters since.
  • 514 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.