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Coldstream Capital Management’s Inovio Pharmaceuticals INO Stock Holding History

Coldstream Capital Management’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-723
Closed -$1.18K – 2184
2025
Q1 		$1.18K Buy
+723
New +$1.45K ﹤0.01% 3144

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coldstream Capital Management's INO Position: Q2 2025 in Review

Coldstream Capital Management sold out of Inovio Pharmaceuticals (INO) in Q2 2025, closing a stake of 723 shares — an estimated $1.18K sold.

Coldstream Capital Management first reported a position in INO in Q1 2025 and held it in 1 quarter. The position peaked at $1.18K in Q1 2025. 103 funds tracked by Wall St. Rank hold INO as of Q2 2025.

  • Coldstream Capital Management reported no remaining Inovio Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 723 Inovio Pharmaceuticals shares in Q2 2025, an estimated $1.18K.
  • Coldstream Capital Management first reported a position in Inovio Pharmaceuticals in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Inovio Pharmaceuticals position peaked at $1.18K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.