Atria Investments’s Innovex International INVX Stock Holding History

Atria Investments’s Portfolio INVX Stock Details INVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$846K	Sell	34,699 -6,006	-15%	-$151K	0.01%	1152
2025 Q4	$890K	Sell	40,705 -1,086	-3%	-$22.7K	0.01%	1134
2025 Q3	$775K	Sell	41,791 -6,312	-13%	-$105K	0.01%	1187
2025 Q2	$751K	Sell	48,103 -15,158	-24%	-$233K	0.01%	1199
2025 Q1	$1.14M	Sell	63,261 -7	-0%	-$119	0.01%	945
2024 Q4	$884K	Buy	63,268 +20,017	+46%	+$300K	0.01%	1041
2024 Q3	$635K	Sell	43,251 -1,603	-4%	-$25.7K	0.01%	1212
2024 Q2	$834K	Buy	+44,854	New	+$871K	0.01%	1035

Other funds holding INVX

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atria Investments's INVX Position: Q1 2026 in Review

Atria Investments reduced its Innovex International (INVX) stake by 15% in Q1 2026, selling an estimated $151K and leaving 34,699 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #1152.

Atria Investments first reported a position in INVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2025. 208 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

Atria Investments held 34,699 shares of Innovex International worth $846K as of Q1 2026.
Atria Investments sold 6,006 Innovex International shares in Q1 2026, an estimated $151K.
Innovex International made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1152 holding.
Atria Investments first reported a position in Innovex International in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Innovex International position peaked at $1.14M in Q1 2025.
208 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.