CPG
INVX

Cornerstone Planning Group’s Innovex International INVX Stock Holding History

Cornerstone Planning Group’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
Q2 		$979 Hold
36
– – ﹤0.01% 1510
2026
Q1 		$961 Hold
36
– – ﹤0.01% 1478
2025
Q4 		$906 Hold
36
– – ﹤0.01% 1376
2025
Q3 		$744 Hold
36
– – ﹤0.01% 1382
2025
Q2 		$598 Hold
36
– – ﹤0.01% 1245
2025
Q1 		$554 Hold
36
– – ﹤0.01% 1269
2024
Q4 		$604 Buy
+36
New +$540 ﹤0.01% 1076

Other funds holding INVX

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

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

Cornerstone Planning Group held its Innovex International (INVX) position steady in Q2 2026 at 36 shares worth $979. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Cornerstone Planning Group first reported a position in INVX in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Cornerstone Planning Group held 36 shares of Innovex International worth $979 as of Q2 2026.
  • Cornerstone Planning Group left its Innovex International share count unchanged in Q2 2026.
  • Innovex International made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1510 holding.
  • Cornerstone Planning Group first reported a position in Innovex International in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

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