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Rothschild Investment LLC’s Inovio Pharmaceuticals INO Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-60
Closed -$98 – 3106
2025
Q1 		$98 Buy
+60
New +$120 ﹤0.01% 2972

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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rothschild Investment LLC's INO Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Inovio Pharmaceuticals (INO) in Q2 2025, closing a stake of 60 shares — an estimated $98 sold.

Rothschild Investment LLC first reported a position in INO in Q1 2025 and held it in 1 quarter. The position peaked at $98 in Q1 2025. 103 funds tracked by Wall St. Rank hold INO as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Inovio Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 60 Inovio Pharmaceuticals shares in Q2 2025, an estimated $98.
  • Rothschild Investment LLC first reported a position in Inovio Pharmaceuticals in Q1 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's Inovio Pharmaceuticals position peaked at $98 in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.