Rockefeller Capital Management’s Inovio Pharmaceuticals INO Stock Holding History

Rockefeller Capital 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
2026 Q2	$2.31K	Buy	2,103 +66	+3%	+$78	﹤0.01%	4397
2026 Q1	$3.54K	Hold	2,037	–	–	﹤0.01%	4309
2025 Q4	$3.54K	Hold	2,037	–	–	﹤0.01%	4168
2025 Q3	$4.77K	Buy	+2,037	New	+$3.9K	﹤0.01%	3880
2023 Q1	–	Sell	-63	Closed	-$1K	–	2917
2022 Q4	$1K	Hold	63	–	–	﹤0.01%	3697
2022 Q3	$1K	Hold	63	–	–	﹤0.01%	3729
2022 Q2	$1K	Hold	63	–	–	﹤0.01%	3962
2022 Q1	$2K	Sell	63 -25	-28%	-$1.13K	﹤0.01%	3612
2021 Q4	$5K	Sell	88 -312	-78%	-$25K	﹤0.01%	3272
2021 Q3	$34K	Hold	400	–	–	﹤0.01%	2326
2021 Q2	$44K	Sell	400 -7	-2%	-$672	﹤0.01%	2139
2021 Q1	$45K	Sell	407 -31	-7%	-$4.08K	﹤0.01%	1930
2020 Q4	$46K	Buy	438 +167	+62%	+$22.2K	﹤0.01%	1709
2020 Q3	$37K	Sell	271 -312	-54%	-$65.1K	﹤0.01%	1596
2020 Q2	$189K	Buy	583 +366	+169%	+$58.8K	﹤0.01%	968
2020 Q1	$19K	Buy	+217	New	+$13.4K	﹤0.01%	1531

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

Rockefeller Capital Management's INO Position: Q2 2026 in Review

Rockefeller Capital Management increased its Inovio Pharmaceuticals (INO) stake by 3.2% in Q2 2026, buying an estimated $78 and bringing the position to 2,103 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4397.

Rockefeller Capital Management first reported a position in INO in Q1 2020 and has held it in 16 quarters since. The position peaked at $189K in Q2 2020. 102 funds tracked by Wall St. Rank hold INO as of Q2 2026.

Rockefeller Capital Management held 2,103 shares of Inovio Pharmaceuticals worth $2.31K as of Q2 2026.
Rockefeller Capital Management bought 66 Inovio Pharmaceuticals shares in Q2 2026, an estimated $78.
Inovio Pharmaceuticals made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4397 holding.
Rockefeller Capital Management first reported a position in Inovio Pharmaceuticals in Q1 2020 and has held it in 16 quarters since.
Rockefeller Capital Management's Inovio Pharmaceuticals position peaked at $189K in Q2 2020.
102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.