Clearstead Advisors’s Innoviva INVA Stock Holding History

Clearstead Advisors’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	–	Sell	-3	Closed	-$60	–	2547
2025 Q4	$60	Sell	3 -52	-95%	-$1.01K	﹤0.01%	2586
2025 Q3	$1K	Buy	+55	New	+$1.07K	﹤0.01%	2618

Other funds holding INVA

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management New York $240B 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's INVA Position: Q1 2026 in Review

Clearstead Advisors sold out of Innoviva (INVA) in Q1 2026, closing a stake of 3 shares — an estimated $60 sold.

Clearstead Advisors first reported a position in INVA in Q3 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 286 funds tracked by Wall St. Rank hold INVA as of Q1 2026.

Clearstead Advisors reported no remaining Innoviva position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 3 Innoviva shares in Q1 2026, an estimated $60.
Clearstead Advisors first reported a position in Innoviva in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's Innoviva position peaked at $1K in Q3 2025.
286 funds tracked by Wall St. Rank held Innoviva as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.