Crewe Advisors’s Innoviva INVA Stock Holding History

Crewe 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
2025 Q3	–	Sell	-16	Closed	-$322	–	1011
2025 Q2	$322	Hold	16	–	–	﹤0.01%	692
2025 Q1	$291	Hold	16	–	–	﹤0.01%	674
2024 Q4	$278	Buy	+16	New	+$307	﹤0.01%	619

Other funds holding INVA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Crewe Advisors's INVA Position: Q3 2025 in Review

Crewe Advisors sold out of Innoviva (INVA) in Q3 2025, closing a stake of 16 shares — an estimated $322 sold.

Crewe Advisors first reported a position in INVA in Q4 2024 and held it in 3 quarters. The position peaked at $322 in Q2 2025. 264 funds tracked by Wall St. Rank hold INVA as of Q3 2025.

Crewe Advisors reported no remaining Innoviva position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 16 Innoviva shares in Q3 2025, an estimated $322.
Crewe Advisors first reported a position in Innoviva in Q4 2024 and held it in 3 quarters.
Crewe Advisors's Innoviva position peaked at $322 in Q2 2025.
264 funds tracked by Wall St. Rank held Innoviva as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.