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Total Wealth Planning & Management’s IonQ IONQ Stock Holding History

Total Wealth Planning & 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
Q2 		$228K Buy
+4,287
New +$217K 0.15% 193

Other funds holding IONQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Total Wealth Planning & Management's IONQ Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in IonQ (IONQ) in Q2 2026: 4,287 shares worth $228K. The stake represents 0.15% of the portfolio and ranks #193 among its holdings.

781 funds tracked by Wall St. Rank hold IONQ as of Q2 2026.

  • Total Wealth Planning & Management held 4,287 shares of IonQ worth $228K as of Q2 2026.
  • IonQ was a new Total Wealth Planning & Management position in Q2 2026.
  • IonQ made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #193 holding.
  • 781 funds tracked by Wall St. Rank held IonQ as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.