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Wealthspire Advisors (New York)’s Ionis Pharmaceuticals IONS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-245
Closed -$16K – 1941
2025
Q3 		$16K Buy
+245
New +$12K ﹤0.01% 1790

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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s IONS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ionis Pharmaceuticals (IONS) in Q4 2025, closing a stake of 245 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in IONS in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 492 funds tracked by Wall St. Rank hold IONS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ionis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 245 Ionis Pharmaceuticals shares in Q4 2025, an estimated $16K.
  • Wealthspire Advisors (New York) first reported a position in Ionis Pharmaceuticals in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ionis Pharmaceuticals position peaked at $16K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.