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Capital Advisors Ltd’s Innoviva INVA Stock Holding History

Capital Advisors Ltd’s Portfolio INVA Stock Details INVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1K Buy
42
+4
+11% +$86 ﹤0.01% 1236
2025
Q4 		$1K Hold
38
– – ﹤0.01% 1211
2025
Q3 		$1K Hold
38
– – ﹤0.01% 1212
2025
Q2 		$1K Hold
38
– – ﹤0.01% 1204
2025
Q1 		$1K Hold
38
– – ﹤0.01% 1196
2024
Q4 		$1K Hold
38
– – ﹤0.01% 1223
2024
Q3 		$1K Hold
38
– – ﹤0.01% 1221
2024
Q2 		$1K Hold
38
– – ﹤0.01% 1214
2024
Q1 		$1K Hold
38
– – ﹤0.01% 1198
2023
Q4 		$1K Hold
38
– – ﹤0.01% 1156
2023
Q3 		$0 Hold
38
– – ﹤0.01% 1372
2023
Q2 		$0 Buy
38
+23
+153% +$288 ﹤0.01% 1415
2023
Q1 		$0 Buy
+15
New +$182 ﹤0.01% 1366

Other funds holding INVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return