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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
Q2 		$4K Buy
189
+147
+350% +$3.37K ﹤0.01% 1006
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Advisors Ltd's INVA Position: Q2 2026 in Review

Capital Advisors Ltd increased its Innoviva (INVA) stake by 350% in Q2 2026, buying an estimated $3.37K and bringing the position to 189 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Capital Advisors Ltd first reported a position in INVA in Q1 2023 and has held it in 14 quarters since. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Capital Advisors Ltd held 189 shares of Innoviva worth $4K as of Q2 2026.
  • Capital Advisors Ltd bought 147 Innoviva shares in Q2 2026, an estimated $3.37K.
  • Innoviva made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1006 holding.
  • Capital Advisors Ltd first reported a position in Innoviva in Q1 2023 and has held it in 14 quarters since.
  • 308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.