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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
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 $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

Twin Peaks Wealth Advisors's IONS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ionis Pharmaceuticals (IONS) in Q1 2026: 215 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IONS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IONS in Q2 2025 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 215 shares of Ionis Pharmaceuticals worth $16.1K as of Q1 2026.
  • Ionis Pharmaceuticals was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #807 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ionis Pharmaceuticals in Q2 2025 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.