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Waverly Advisors’s IonQ IONQ Stock Holding History

Waverly Advisors’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
Q1 		$267K Sell
9,255
-67
-0.7% -$2.57K ﹤0.01% 1366
2025
Q4 		$418K Buy
9,322
+3,151
+51% +$177K ﹤0.01% 1074
2025
Q3 		$380K Buy
+6,171
New +$290K ﹤0.01% 952

Other funds holding IONQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's IONQ Position: Q1 2026 in Review

Waverly Advisors reduced its IonQ (IONQ) stake by 0.72% in Q1 2026, selling an estimated $2.57K and leaving 9,255 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Waverly Advisors first reported a position in IONQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $418K in Q4 2025. 629 funds tracked by Wall St. Rank hold IONQ as of Q1 2026.

  • Waverly Advisors held 9,255 shares of IonQ worth $267K as of Q1 2026.
  • Waverly Advisors sold 67 IonQ shares in Q1 2026, an estimated $2.57K.
  • IonQ made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1366 holding.
  • Waverly Advisors first reported a position in IonQ in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's IonQ position peaked at $418K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held IonQ as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.