UBS O'Connor’s Inovio Pharmaceuticals INO Stock Holding History

UBS O'Connor’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	-29,375	Closed	-$47.9K	–	420
2025 Q1	$47.9K	Sell	29,375 -195,625	-87%	-$393K	﹤0.01%	287
2024 Q4	$412K	Buy	+225,000	New	+$996K	0.01%	296

Other funds holding INO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS O'Connor's INO Position: Q2 2025 in Review

UBS O'Connor sold out of Inovio Pharmaceuticals (INO) in Q2 2025, closing a stake of 29,375 shares — an estimated $47.9K sold.

UBS O'Connor first reported a position in INO in Q4 2024 and held it in 2 quarters. The position peaked at $412K in Q4 2024. 103 funds tracked by Wall St. Rank hold INO as of Q2 2025.

UBS O'Connor reported no remaining Inovio Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
UBS O'Connor sold 29,375 Inovio Pharmaceuticals shares in Q2 2025, an estimated $47.9K.
UBS O'Connor first reported a position in Inovio Pharmaceuticals in Q4 2024 and held it in 2 quarters.
UBS O'Connor's Inovio Pharmaceuticals position peaked at $412K in Q4 2024.
103 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.