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Twin Peaks Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Twin Peaks Wealth 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 		– Sell
-215
Closed -$16.1K – 1186
2026
Q1 		$16.1K Buy
+215
New +$17K ﹤0.01% 807
2025
Q3 		– Sell
-215
Closed -$8.9K – 1123
2025
Q2 		$8.9K Buy
+215
New +$7.04K ﹤0.01% 1003

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

Twin Peaks Wealth Advisors's IONS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Ionis Pharmaceuticals (IONS) in Q2 2026, closing a stake of 215 shares — an estimated $16.1K sold.

Twin Peaks Wealth Advisors first reported a position in IONS in Q2 2025 and held it in 2 quarters. The position peaked at $16.1K in Q1 2026. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ionis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 215 Ionis Pharmaceuticals shares in Q2 2026, an estimated $16.1K.
  • Twin Peaks Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ionis Pharmaceuticals position peaked at $16.1K in Q1 2026.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.