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Wellington-Altus USA’s Ionis Pharmaceuticals IONS Stock Holding History

Wellington-Altus USA’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 		$23.8K Hold
317
– – 0.02% 466
2026
Q1 		$25.1K Sell
317
-34
-10% -$2.68K 0.01% 475
2025
Q4 		$27.8K Buy
+351
New +$26.4K 0.02% 414

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

Wellington-Altus USA's IONS Position: Q2 2026 in Review

Wellington-Altus USA held its Ionis Pharmaceuticals (IONS) position steady in Q2 2026 at 317 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #466.

Wellington-Altus USA first reported a position in IONS in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.8K in Q4 2025. 515 funds tracked by Wall St. Rank hold IONS as of Q2 2026.

  • Wellington-Altus USA held 317 shares of Ionis Pharmaceuticals worth $23.8K as of Q2 2026.
  • Wellington-Altus USA left its Ionis Pharmaceuticals share count unchanged in Q2 2026.
  • Ionis Pharmaceuticals made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #466 holding.
  • Wellington-Altus USA first reported a position in Ionis Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Ionis Pharmaceuticals position peaked at $27.8K in Q4 2025.
  • 515 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.