RFP
INO icon

Root Financial Partners’s Inovio Pharmaceuticals INO Stock Holding History

Root Financial Partners’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 		– Sell
-208
Closed -$362 – 1765
2026
Q1 		$362 Hold
208
– – ﹤0.01% 2974
2025
Q4 		$362 Hold
208
– – ﹤0.01% 2246
2025
Q3 		$487 Buy
+208
New +$398 ﹤0.01% 2154

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Root Financial Partners's INO Position: Q2 2026 in Review

Root Financial Partners sold out of Inovio Pharmaceuticals (INO) in Q2 2026, closing a stake of 208 shares — an estimated $362 sold.

Root Financial Partners first reported a position in INO in Q3 2025 and held it in 3 quarters. The position peaked at $487 in Q3 2025. 102 funds tracked by Wall St. Rank hold INO as of Q2 2026.

  • Root Financial Partners reported no remaining Inovio Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 208 Inovio Pharmaceuticals shares in Q2 2026, an estimated $362.
  • Root Financial Partners first reported a position in Inovio Pharmaceuticals in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Inovio Pharmaceuticals position peaked at $487 in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.