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 Q3	$2.57K	Hold	2,103	–	–	﹤0.01%	4521
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 $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Rockefeller Capital Management's INO Position: Q3 2026 in Review

Rockefeller Capital Management held its Inovio Pharmaceuticals (INO) position steady in Q3 2026 at 2,103 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4521.

Rockefeller Capital Management first reported a position in INO in Q1 2020 and has held it in 17 quarters since. The position peaked at $189K in Q2 2020. 79 funds tracked by Wall St. Rank hold INO as of Q3 2026.

Rockefeller Capital Management held 2,103 shares of Inovio Pharmaceuticals worth $2.57K as of Q3 2026.
Rockefeller Capital Management left its Inovio Pharmaceuticals share count unchanged in Q3 2026.
Inovio Pharmaceuticals made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #4521 holding.
Rockefeller Capital Management first reported a position in Inovio Pharmaceuticals in Q1 2020 and has held it in 17 quarters since.
Rockefeller Capital Management's Inovio Pharmaceuticals position peaked at $189K in Q2 2020.
79 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.