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Steward Partners Investment Advisory’s Inogen INGN Stock Holding History

Steward Partners Investment Advisory’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-58
Closed -$408 – 4318
2025
Q2 		$408 Hold
58
– – ﹤0.01% 3977
2025
Q1 		$414 Hold
58
– – ﹤0.01% 3874
2024
Q4 		$532 Buy
+58
New +$542 ﹤0.01% 3843
2022
Q2 		– Sell
-300
Closed -$10K – 3306
2022
Q1 		$10K Hold
300
– – ﹤0.01% 2659
2021
Q4 		$10K Sell
300
-68
-18% -$2.47K ﹤0.01% 2596
2021
Q3 		$16K Hold
368
– – ﹤0.01% 2418
2021
Q2 		$24K Sell
368
-1,000
-73% -$63.3K ﹤0.01% 4860
2021
Q1 		$71.8K Hold
1,368
– – ﹤0.01% 1798
2020
Q4 		$61K Hold
1,368
– – ﹤0.01% 1572
2020
Q3 		$40K Sell
1,368
-1,265
-48% -$39.7K ﹤0.01% 1595
2020
Q2 		$94K Buy
2,633
+595
+29% +$25.1K ﹤0.01% 1178
2020
Q1 		$105K Sell
2,038
-70
-3% -$3.36K ﹤0.01% 981
2019
Q4 		$144K Buy
2,108
+20
+1% +$1.25K ﹤0.01% 987
2019
Q3 		$100K Buy
2,088
+300
+17% +$15.6K ﹤0.01% 1090
2019
Q2 		$119K Buy
+1,788
New +$136K ﹤0.01% 987
2018
Q4 		– Sell
-1,100
Closed -$269K – 1429
2018
Q3 		$269K Hold
1,100
– – 0.01% 648
2018
Q2 		$205K Hold
1,100
– – 0.01% 649
2018
Q1 		$135K Hold
1,100
– – 0.01% 702
2017
Q4 		$130K Buy
1,100
+1,000
+1,000% +$110K 0.01% 599
2017
Q3 		$9K Hold
100
– – ﹤0.01% 1135
2017
Q2 		$9K Hold
100
– – ﹤0.01% 1071
2017
Q1 		$7K Hold
100
– – ﹤0.01% 1032
2016
Q4 		$6K Buy
+100
New +$6.17K ﹤0.01% 636

Other funds holding INGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Partners Investment Advisory's INGN Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Inogen (INGN) in Q3 2025, closing a stake of 58 shares — an estimated $408 sold.

Steward Partners Investment Advisory first reported a position in INGN in Q4 2016 and held it in 23 quarters. The position peaked at $269K in Q3 2018. 131 funds tracked by Wall St. Rank hold INGN as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Inogen position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 58 Inogen shares in Q3 2025, an estimated $408.
  • Steward Partners Investment Advisory first reported a position in Inogen in Q4 2016 and held it in 23 quarters.
  • Steward Partners Investment Advisory's Inogen position peaked at $269K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Inogen as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.