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Wedmont Private Capital’s Ionis Pharmaceuticals IONS Stock Holding History

Wedmont Private Capital’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
Q3 		$277K Sell
6,400
-323
-5% -$18.4K 0.01% 809
2026
Q2 		$392K Buy
6,723
+159
+2% +$12K 0.01% 645
2026
Q1 		$492K Buy
6,564
+1,028
+19% +$81.1K 0.02% 497
2025
Q4 		$460K Buy
5,536
+173
+3% +$13K 0.02% 507
2025
Q3 		$370K Buy
5,363
+81
+2% +$3.96K 0.01% 556
2025
Q2 		$226K Buy
+5,282
New +$173K 0.01% 685

Other funds holding IONS

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Wedmont Private Capital's IONS Position: Q3 2026 in Review

Wedmont Private Capital reduced its Ionis Pharmaceuticals (IONS) stake by 4.8% in Q3 2026, selling an estimated $18.4K and leaving 6,400 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #809.

Wedmont Private Capital first reported a position in IONS in Q2 2025 and has held it in 6 quarters since. The position peaked at $492K in Q1 2026. 11 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • Wedmont Private Capital held 6,400 shares of Ionis Pharmaceuticals worth $277K as of Q3 2026.
  • Wedmont Private Capital sold 323 Ionis Pharmaceuticals shares in Q3 2026, an estimated $18.4K.
  • Ionis Pharmaceuticals made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #809 holding.
  • Wedmont Private Capital first reported a position in Ionis Pharmaceuticals in Q2 2025 and has held it in 6 quarters since.
  • Wedmont Private Capital's Ionis Pharmaceuticals position peaked at $492K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.