Steward Partners Investment Advisory’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52K | Sell |
1,381
-186
| -12% | -$221 | ﹤0.01% | 4301 |
|
|
2026
Q1 | $2.73K | Sell |
1,567
-280
| -15% | -$461 | ﹤0.01% | 3959 |
|
|
2025
Q4 | $3.21K | Hold |
1,847
| – | – | ﹤0.01% | 3832 |
|
|
2025
Q3 | $4.32K | Hold |
1,847
| – | – | ﹤0.01% | 3699 |
|
|
2025
Q2 | $3.76K | Sell |
1,847
-16
| -0.9% | -$31 | ﹤0.01% | 3574 |
|
|
2025
Q1 | $3.04K | Hold |
1,863
| – | – | ﹤0.01% | 3542 |
|
|
2024
Q4 | $3.41K | Hold |
1,863
| – | – | ﹤0.01% | 3485 |
|
|
2024
Q3 | $10.8K | Sell |
1,863
-52
| -3% | -$429 | ﹤0.01% | 2919 |
|
|
2024
Q2 | $15.5K | Sell |
1,915
-53
| -3% | -$558 | ﹤0.01% | 2625 |
|
|
2024
Q1 | $27.3K | Buy |
+1,968
| New | +$17K | ﹤0.01% | 2380 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$22 | – | 3519 |
|
|
2023
Q3 | $22 | Hold |
5
| – | – | ﹤0.01% | 3358 |
|
|
2023
Q2 | $25 | Hold |
5
| – | – | ﹤0.01% | 3302 |
|
|
2023
Q1 | $47 | Sell |
5
-8
| -62% | -$136 | ﹤0.01% | 3271 |
|
|
2022
Q4 | $245 | Hold |
13
| – | – | ﹤0.01% | 3250 |
|
|
2022
Q3 | $0 | Sell |
13
-4
| -24% | -$102 | ﹤0.01% | 3305 |
|
|
2022
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 3307 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 3188 |
|
|
2021
Q4 | $1K | Sell |
17
-25
| -60% | -$2K | ﹤0.01% | 3096 |
|
|
2021
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 2869 |
|
|
2021
Q2 | $5K | Sell |
42
-193
| -82% | -$18.5K | ﹤0.01% | 6538 |
|
|
2021
Q1 | $26.2K | Buy |
235
+172
| +273% | +$22.6K | ﹤0.01% | 2344 |
|
|
2020
Q4 | $7K | Sell |
63
-70
| -53% | -$9.32K | ﹤0.01% | 2423 |
|
|
2020
Q3 | $19K | Buy |
133
+87
| +189% | +$18.1K | ﹤0.01% | 1911 |
|
|
2020
Q2 | $15K | Buy |
46
+33
| +254% | +$5.3K | ﹤0.01% | 1872 |
|
|
2020
Q1 | $1K | Sell |
13
-375
| -97% | -$23.1K | ﹤0.01% | 2386 |
|
|
2019
Q4 | $15K | Hold |
388
| – | – | ﹤0.01% | 1865 |
|
|
2019
Q3 | $9K | Hold |
388
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q2 | $13K | Buy |
+388
| New | +$15.4K | ﹤0.01% | 1873 |
|
|
2018
Q4 | – | Sell |
-467
| Closed | -$31K | – | 1432 |
|
|
2018
Q3 | $31K | Sell |
467
-41
| -8% | -$2.28K | ﹤0.01% | 1378 |
|
|
2018
Q2 | $24K | Buy |
508
+175
| +53% | +$9.65K | ﹤0.01% | 1391 |
|
|
2018
Q1 | $18K | Hold |
333
| – | – | ﹤0.01% | 1369 |
|
|
2017
Q4 | $16K | Buy |
333
+25
| +8% | +$1.55K | ﹤0.01% | 1205 |
|
|
2017
Q3 | $23K | Hold |
308
| – | – | ﹤0.01% | 904 |
|
|
2017
Q2 | $29K | Buy |
308
+58
| +23% | +$4.96K | ﹤0.01% | 774 |
|
|
2017
Q1 | $19K | Hold |
250
| – | – | ﹤0.01% | 778 |
|
|
2016
Q4 | $20K | Buy |
+250
| New | +$22.6K | 0.01% | 450 |
|
Other funds holding INO
JT
BCM
ACM
EP
Steward Partners Investment Advisory's INO Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Inovio Pharmaceuticals (INO) stake by 12% in Q2 2026, selling an estimated $221 and leaving 1,381 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #4301.
Steward Partners Investment Advisory first reported a position in INO in Q4 2016 and has held it in 36 quarters since. The position peaked at $31K in Q3 2018. 103 funds tracked by Wall St. Rank hold INO as of Q2 2026.
- Steward Partners Investment Advisory held 1,381 shares of Inovio Pharmaceuticals worth $1.52K as of Q2 2026.
- Steward Partners Investment Advisory sold 186 Inovio Pharmaceuticals shares in Q2 2026, an estimated $221.
- Inovio Pharmaceuticals made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4301 holding.
- Steward Partners Investment Advisory first reported a position in Inovio Pharmaceuticals in Q4 2016 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Inovio Pharmaceuticals position peaked at $31K in Q3 2018.
- 103 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.