Avidian Wealth Enterprises’s Innovex International INVX Stock Holding History

Avidian Wealth Enterprises’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	–	Sell	-266,162	Closed	-$5.82M	–	698
2025 Q4	$5.82M	Buy	+266,162	New	+$5.55M	0.21%	73
2022 Q4	–	Sell	-92,580	Closed	-$1.81M	–	482
2022 Q3	$1.81M	Sell	92,580 -18,390	-17%	-$426K	0.13%	109
2022 Q2	$2.86M	Hold	110,970	–	–	0.2%	84
2022 Q1	$4.14M	Sell	110,970 -40,000	-26%	-$1.15M	0.25%	78
2021 Q4	$2.97M	Sell	150,970 -149,980	-50%	-$3.3M	0.18%	95
2021 Q3	$7.58M	Hold	300,950	–	–	0.58%	34
2021 Q2	$10.2M	Hold	300,950	–	–	0.78%	29
2021 Q1	$10M	Hold	300,950	–	–	0.85%	27
2020 Q4	$8.91M	Hold	300,950	–	–	0.85%	28
2020 Q3	$7.45M	Hold	300,950	–	–	0.84%	29
2020 Q2	$8.96M	Hold	300,950	–	–	1.21%	18
2020 Q1	$9.18M	Buy	+300,950	New	+$11.7M	1.47%	15

Other funds holding INVX

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avidian Wealth Enterprises's INVX Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of Innovex International (INVX) in Q1 2026, closing a stake of 266,162 shares — an estimated $5.82M sold.

Avidian Wealth Enterprises first reported a position in INVX in Q1 2020 and held it in 12 quarters. The position peaked at $10.2M in Q2 2021. 211 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

Avidian Wealth Enterprises reported no remaining Innovex International position as of Q1 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 266,162 Innovex International shares in Q1 2026, an estimated $5.82M.
Avidian Wealth Enterprises first reported a position in Innovex International in Q1 2020 and held it in 12 quarters.
Avidian Wealth Enterprises's Innovex International position peaked at $10.2M in Q2 2021.
211 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.