WealthPLAN Partners’s Innodata INOD Stock Holding History

WealthPLAN Partners’s Portfolio INOD Stock Details INOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,427	Closed	-$378K	–	234
2025 Q4	$378K	Sell	7,427 -419	-5%	-$27.3K	0.06%	212
2025 Q3	$605K	Buy	+7,846	New	+$396K	0.09%	160

Other funds holding INOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

WealthPLAN Partners's INOD Position: Q1 2026 in Review

WealthPLAN Partners sold out of Innodata (INOD) in Q1 2026, closing a stake of 7,427 shares — an estimated $378K sold.

WealthPLAN Partners first reported a position in INOD in Q3 2025 and held it in 2 quarters. The position peaked at $605K in Q3 2025. 232 funds tracked by Wall St. Rank hold INOD as of Q1 2026.

WealthPLAN Partners reported no remaining Innodata position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 7,427 Innodata shares in Q1 2026, an estimated $378K.
WealthPLAN Partners first reported a position in Innodata in Q3 2025 and held it in 2 quarters.
WealthPLAN Partners's Innodata position peaked at $605K in Q3 2025.
232 funds tracked by Wall St. Rank held Innodata as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.