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Cornerstone Planning Group’s Innoviva INVA Stock Holding History

Cornerstone Planning Group’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 		$729 Sell
34
-149
-81% -$3.41K ﹤0.01% 1584
2026
Q1 		$4.14K Buy
183
+169
+1,207% +$3.64K ﹤0.01% 1133
2025
Q4 		$274 Buy
14
+6
+75% +$117 ﹤0.01% 1619
2025
Q3 		$144 Sell
8
-64
-89% -$1.25K ﹤0.01% 1628
2025
Q2 		$1.33K Buy
+72
New +$1.39K ﹤0.01% 1049
2025
Q1 		– Sell
-46
Closed -$873 – 1617
2024
Q4 		$873 Buy
+46
New +$883 ﹤0.01% 984

Other funds holding INVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cornerstone Planning Group's INVA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Innoviva (INVA) stake by 81% in Q2 2026, selling an estimated $3.41K and leaving 34 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Cornerstone Planning Group first reported a position in INVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.14K in Q1 2026. 123 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Cornerstone Planning Group held 34 shares of Innoviva worth $729 as of Q2 2026.
  • Cornerstone Planning Group sold 149 Innoviva shares in Q2 2026, an estimated $3.41K.
  • Innoviva made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1584 holding.
  • Cornerstone Planning Group first reported a position in Innoviva in Q4 2024 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Innoviva position peaked at $4.14K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.