Rockefeller Capital Management
INO icon

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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return