CWM
INO icon

Crowley Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Crowley Wealth 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
Q4 		– Sell
-404
Closed -$945 – 173
2025
Q3 		$945 Hold
404
– – ﹤0.01% 388
2025
Q2 		$822 Hold
404
– – ﹤0.01% 377
2025
Q1 		$659 Hold
404
– – ﹤0.01% 392
2024
Q4 		$739 Buy
+404
New +$1.79K ﹤0.01% 404

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Crowley Wealth Management's INO Position: Q4 2025 in Review

Crowley Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q4 2025, closing a stake of 404 shares — an estimated $945 sold.

Crowley Wealth Management first reported a position in INO in Q4 2024 and held it in 4 quarters. The position peaked at $945 in Q3 2025. 102 funds tracked by Wall St. Rank hold INO as of Q4 2025.

  • Crowley Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 404 Inovio Pharmaceuticals shares in Q4 2025, an estimated $945.
  • Crowley Wealth Management first reported a position in Inovio Pharmaceuticals in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Inovio Pharmaceuticals position peaked at $945 in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.