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Principal Securities’s Inovio Pharmaceuticals INO Stock Holding History

Principal Securities’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
-177
Closed -$414 – 2418
2025
Q3 		$414 Sell
177
-454
-72% -$869 ﹤0.01% 3570
2025
Q2 		$1.28K Buy
631
+454
+256% +$870 ﹤0.01% 3272
2025
Q1 		$324 Hold
177
– – ﹤0.01% 3411
2024
Q4 		$324 Hold
177
– – ﹤0.01% 3406
2024
Q3 		$1.02K Buy
177
+137
+343% +$1.13K ﹤0.01% 3137
2024
Q2 		$323 Sell
40
-52
-57% -$547 ﹤0.01% 3254
2024
Q1 		$1.28K Buy
92
+41
+80% +$354 ﹤0.01% 2985
2023
Q4 		$313 Buy
+51
New +$252 ﹤0.01% 3111

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

Principal Securities's INO Position: Q4 2025 in Review

Principal Securities sold out of Inovio Pharmaceuticals (INO) in Q4 2025, closing a stake of 177 shares — an estimated $414 sold.

Principal Securities first reported a position in INO in Q4 2023 and held it in 8 quarters. The position peaked at $1.28K in Q2 2025. 102 funds tracked by Wall St. Rank hold INO as of Q4 2025.

  • Principal Securities reported no remaining Inovio Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 177 Inovio Pharmaceuticals shares in Q4 2025, an estimated $414.
  • Principal Securities first reported a position in Inovio Pharmaceuticals in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Inovio Pharmaceuticals position peaked at $1.28K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.