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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Innodata INOD Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
Q3 		$32.9K Buy
500
+300
+150% +$18.6K 0.01% 697
2026
Q2 		$15.1K Hold
200
– – ﹤0.01% 1382
2026
Q1 		$7.72K Sell
200
-1
-0.5% -$50 ﹤0.01% 1678
2025
Q4 		$10.2K Buy
+201
New +$13.1K ﹤0.01% 1606

Other funds holding INOD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Next Century Growth Investors
Next Century Growth Investors Plymouth, Minnesota $1.57B AUM 96.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s INOD Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Innodata (INOD) stake by 150% in Q3 2026, buying an estimated $18.6K and bringing the position to 500 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #697.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in INOD in Q4 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold INOD as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 500 shares of Innodata worth $32.9K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 300 Innodata shares in Q3 2026, an estimated $18.6K.
  • Innodata made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #697 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Innodata in Q4 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held Innodata as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.