Position in IONS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$844,676
New position
Shares Held
10,653
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#261
of 510 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Biotechnology
Healthcare · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $10,297,220 across 19 Biotechnology names. IONS ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXEL |
Exelixis, Inc.
|
38,016 | $2,068,450 | |
| 2 | INCY |
Incyte Corp
|
16,774 | $1,901,500 | |
| 3 | IONS |
Ionis Pharmaceuticals Inc
This page
|
10,653 | $844,676 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,259 | $785,036 | |
| 5 | HRMY |
Harmony Biosciences Holdings, Inc.
|
20,743 | $755,252 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,083 | $537,958 | |
| 7 | TECH |
BIO-TECHNE Corp
|
7,050 | $498,082 | |
| 8 | ROIV |
Roivant Sciences Ltd.
|
12,944 | $458,088 |
All Filings in IONS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,676 | 10,653 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||