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Wealth Preservation Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Wealth Preservation 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
-150
Closed -$11.3K – 480
2026
Q1 		$11.3K Hold
150
– – 0.01% 398
2025
Q4 		$11.9K Hold
150
– – 0.01% 288
2025
Q3 		$9.81K Hold
150
– – 0.01% 297
2025
Q2 		$5.93K Hold
150
– – ﹤0.01% 342
2025
Q1 		$4.53K Buy
+150
New +$4.91K ﹤0.01% 389

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

Wealth Preservation Advisors's IONS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Ionis Pharmaceuticals (IONS) in Q2 2026, closing a stake of 150 shares — an estimated $11.3K sold.

Wealth Preservation Advisors first reported a position in IONS in Q1 2025 and held it in 5 quarters. The position peaked at $11.9K in Q4 2025. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Ionis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 150 Ionis Pharmaceuticals shares in Q2 2026, an estimated $11.3K.
  • Wealth Preservation Advisors first reported a position in Ionis Pharmaceuticals in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Ionis Pharmaceuticals position peaked at $11.9K in Q4 2025.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.