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Covestor’s Inovio Pharmaceuticals INO Stock Holding History

Covestor’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
2026
Q2 		$6K Hold
5,120
– – ﹤0.01% 1835
2026
Q1 		$9K Sell
5,120
-539
-10% -$887 0.01% 1482
2025
Q4 		$10K Hold
5,659
– – 0.01% 1579
2025
Q3 		$13K Buy
5,659
+3,795
+204% +$7.27K 0.01% 1465
2025
Q2 		$4K Sell
1,864
-3
-0.2% -$6 ﹤0.01% 1773
2025
Q1 		$3K Buy
1,867
+935
+100% +$1.88K ﹤0.01% 1786
2024
Q4 		$2K Buy
932
+692
+288% +$3.06K ﹤0.01% 1891
2024
Q3 		$1K Sell
240
-19
-7% -$157 ﹤0.01% 2007
2024
Q2 		$2K Hold
259
– – ﹤0.01% 1860
2024
Q1 		$4K Sell
259
-59
-19% -$509 ﹤0.01% 1796
2023
Q4 		$2K Sell
318
-16
-5% -$79 ﹤0.01% 1859
2023
Q3 		$2K Sell
334
-25
-7% -$138 ﹤0.01% 1824
2023
Q2 		$2K Buy
359
+21
+6% +$169 ﹤0.01% 1839
2023
Q1 		$3K Sell
338
-65
-16% -$1.11K ﹤0.01% 1682
2022
Q4 		$8K Sell
403
-16
-4% -$363 0.01% 1421
2022
Q3 		$9K Hold
419
– – 0.01% 1304
2022
Q2 		$9K Sell
419
-125
-23% -$3.52K 0.01% 1255
2022
Q1 		$23K Sell
544
-152
-22% -$6.85K 0.02% 1025
2021
Q4 		$42K Buy
+696
New +$55.8K 0.06% 639

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Covestor's INO Position: Q2 2026 in Review

Covestor held its Inovio Pharmaceuticals (INO) position steady in Q2 2026 at 5,120 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Covestor first reported a position in INO in Q4 2021 and has held it in 19 quarters since. The position peaked at $42K in Q4 2021. 103 funds tracked by Wall St. Rank hold INO as of Q2 2026.

  • Covestor held 5,120 shares of Inovio Pharmaceuticals worth $6K as of Q2 2026.
  • Covestor left its Inovio Pharmaceuticals share count unchanged in Q2 2026.
  • Inovio Pharmaceuticals made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1835 holding.
  • Covestor first reported a position in Inovio Pharmaceuticals in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Inovio Pharmaceuticals position peaked at $42K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.