Position in IONS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,430,698
-$1,952,844 QoQ
Shares Held
165,544
-9.0% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0.8154931619388199.ToString("F0")%
Shared 0.ToString("F0")%
None 99.18450683806118.ToString("F0")%
Common Shares in IONS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $172,241,737 across 69 Biotechnology names. IONS ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
131,435 | $58,690,984 | |
| 2 | CELC |
Celcuity Inc.
|
233,390 | $26,639,134 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
16,441 | $12,702,974 | |
| 4 | IONS |
Ionis Pharmaceuticals Inc
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|
165,544 | $12,430,698 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
169,286 | $10,940,954 | |
| 6 | INCY |
Incyte Corp
|
116,075 | $10,924,979 | |
| 7 | RPRX |
Royalty Pharma plc
|
116,250 | $5,576,512 | |
| 8 | EXEL |
Exelixis, Inc.
|
107,776 | $4,622,512 |
All Filings in IONS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,430,698 | 165,544 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,383,542 | 181,817 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $397,312 | 10,056 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,631 | 9,832 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $281,602 | 8,055 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $228,181 | 5,696 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||