Newbridge Financial Services Group’s Inovio Pharmaceuticals INO Stock Holding History

Newbridge Financial Services Group’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	$394	Hold	359	–	–	﹤0.01%	1166
2026 Q1	$624	Hold	359	–	–	﹤0.01%	1105
2025 Q4	$624	Hold	359	–	–	﹤0.01%	1103
2025 Q3	$839	Buy	359 +10	+3%	+$19	﹤0.01%	1201
2025 Q2	$710	Buy	349 +16	+5%	+$31	﹤0.01%	1225
2025 Q1	$543	Hold	333	–	–	﹤0.01%	971
2024 Q4	$609	Hold	333	–	–	﹤0.01%	1052
2024 Q3	$1.93K	Hold	333	–	–	﹤0.01%	566
2024 Q2	$2.69K	Hold	333	–	–	﹤0.01%	925
2024 Q1	$4.62K	Hold	333	–	–	﹤0.01%	901
2023 Q4	$2.04K	Sell	333 -50	-13%	-$247	﹤0.01%	965
2023 Q3	$1.79K	Sell	383 -117	-23%	-$646	﹤0.01%	1087
2023 Q2	$2.68K	Hold	500	–	–	﹤0.01%	1099
2023 Q1	$4.92K	Hold	500	–	–	﹤0.01%	1074
2022 Q4	$9.36K	Hold	500	–	–	0.01%	926
2022 Q3	$10K	Hold	500	–	–	0.01%	882
2022 Q2	$10K	Hold	500	–	–	0.01%	866
2022 Q1	$22K	Hold	500	–	–	0.01%	700
2021 Q4	$30K	Hold	500	–	–	0.01%	609
2021 Q3	$43K	Hold	500	–	–	0.03%	454
2021 Q2	$56K	Hold	500	–	–	0.03%	402
2021 Q1	$56K	Buy	+500	New	+$65.8K	0.04%	367

Other funds holding INO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Newbridge Financial Services Group's INO Position: Q2 2026 in Review

Newbridge Financial Services Group held its Inovio Pharmaceuticals (INO) position steady in Q2 2026 at 359 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Newbridge Financial Services Group first reported a position in INO in Q1 2021 and has held it in 22 quarters since. The position peaked at $56K in Q2 2021. 103 funds tracked by Wall St. Rank hold INO as of Q2 2026.

Newbridge Financial Services Group held 359 shares of Inovio Pharmaceuticals worth $394 as of Q2 2026.
Newbridge Financial Services Group left its Inovio Pharmaceuticals share count unchanged in Q2 2026.
Inovio Pharmaceuticals made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1166 holding.
Newbridge Financial Services Group first reported a position in Inovio Pharmaceuticals in Q1 2021 and has held it in 22 quarters since.
Newbridge Financial Services Group's Inovio Pharmaceuticals position peaked at $56K in Q2 2021.
103 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.