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UMB Bank’s Ionis Pharmaceuticals IONS Stock Holding History

UMB Bank’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
+1
+0.5% +$79 ﹤0.01% 1673
2025
Q4 		$16.9K Buy
214
+14
+7% +$1.05K ﹤0.01% 1617
2025
Q3 		$13.1K Buy
+200
New +$9.77K ﹤0.01% 1576
2025
Q2 		– Sell
-6
Closed -$181 – 2159
2025
Q1 		$181 Buy
+6
New +$196 ﹤0.01% 2085
2023
Q4 		– Sell
-101
Closed -$4.58K – 1674
2023
Q3 		$4.58K Hold
101
– – ﹤0.01% 1433
2023
Q2 		$4.14K Hold
101
– – ﹤0.01% 1440
2023
Q1 		$3.61K Hold
101
– – ﹤0.01% 1461
2022
Q4 		$4K Sell
101
-13
-11% -$547 ﹤0.01% 1458
2022
Q3 		$5K Sell
114
-15
-12% -$632 ﹤0.01% 1466
2022
Q2 		$5K Sell
129
-13
-9% -$490 ﹤0.01% 1583
2022
Q1 		$5K Hold
142
– – ﹤0.01% 1657
2021
Q4 		$4K Buy
+142
New +$4.47K ﹤0.01% 1684

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