Key Financial Inc’s Inovio Pharmaceuticals INO Stock Holding History

Key Financial Inc’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 Q3	$17	Hold	14	–	–	﹤0.01%	1303
2026 Q2	$15	Hold	14	–	–	﹤0.01%	1349
2026 Q1	$24	Hold	14	–	–	﹤0.01%	1385
2025 Q4	$24	Hold	14	–	–	﹤0.01%	1431
2025 Q3	$33	Hold	14	–	–	﹤0.01%	1448
2025 Q2	$28	Buy	+14	New	+$27	﹤0.01%	1428
2024 Q1	–	Sell	-15	Closed	-$89	–	1320
2023 Q4	$89	Hold	15	–	–	﹤0.01%	1299
2023 Q3	$68	Hold	15	–	–	﹤0.01%	1324
2023 Q2	$78	Hold	15	–	–	﹤0.01%	1368
2023 Q1	$144	Hold	15	–	–	﹤0.01%	1139
2022 Q4	$302	Hold	15	–	–	﹤0.01%	1122
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1148
2022 Q2	$0	Hold	15	–	–	﹤0.01%	1126
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1015
2021 Q4	$1K	Buy	15 +3	+25%	+$240	﹤0.01%	900
2021 Q3	$1K	Buy	12 +2	+20%	+$201	﹤0.01%	872
2021 Q2	$1K	Buy	+10	New	+$960	﹤0.01%	823

Other funds holding INO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.18B AUM 15.56% 1-Year Est. Return

Key Financial Inc's INO Position: Q3 2026 in Review

Key Financial Inc held its Inovio Pharmaceuticals (INO) position steady in Q3 2026 at 14 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Key Financial Inc first reported a position in INO in Q2 2021 and has held it in 17 quarters since. The position peaked at $1K in Q1 2022. 51 funds tracked by Wall St. Rank hold INO as of Q3 2026.

Key Financial Inc held 14 shares of Inovio Pharmaceuticals worth $17 as of Q3 2026.
Key Financial Inc left its Inovio Pharmaceuticals share count unchanged in Q3 2026.
Inovio Pharmaceuticals made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1303 holding.
Key Financial Inc first reported a position in Inovio Pharmaceuticals in Q2 2021 and has held it in 17 quarters since.
Key Financial Inc's Inovio Pharmaceuticals position peaked at $1K in Q1 2022.
51 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.