13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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3

IONS

IONIS PHARMACEUTICALS INC. · Health Care

Consensus score 3/100 · #125 this quarter · tier-weighted across tracked managers

DivergingPrice action since filingas of 2026-07-09
vs 50-day avg
-15.2%
21-day momentum
-13.7%
recent volume
2.29×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
-17.2%
30-wk MA slope
+0.4%
rel. strength
-6.2
52-wk range
52%

Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
6.8%
of their portfolios
Combined value
$172M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Tweedy Browne
Graham/global value
13.6%
TRIM
Horizon Kinetics
Franchise/inflation
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.