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United Financial Planning Group’s Ionis Pharmaceuticals IONS Stock Holding History

United Financial Planning Group’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 		$12.5K Hold
158
– – 0.01% 224
2026
Q1 		$11.9K Buy
158
+150
+1,875% +$11.8K 0.01% 187
2025
Q4 		$633 Buy
+8
New +$602 ﹤0.01% 383

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

United Financial Planning Group's IONS Position: Q2 2026 in Review

United Financial Planning Group held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 158 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #224.

United Financial Planning Group first reported a position in IONS in Q4 2025 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • United Financial Planning Group held 158 shares of Ionis Pharmaceuticals worth $12.5K as of Q2 2026.
  • United Financial Planning Group left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #224 holding.
  • United Financial Planning Group first reported a position in Ionis Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.