CA
INVX

CSM Advisors’s Innovex International INVX Stock Holding History

CSM Advisors’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 		$1.93M Sell
77,720
-2,759
-3% -$75K 0.04% 309
2026
Q1 		$1.96M Buy
+80,479
New +$2.02M 0.05% 308

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CSM Advisors's INVX Position: Q2 2026 in Review

CSM Advisors reduced its Innovex International (INVX) stake by 3.4% in Q2 2026, selling an estimated $75K and leaving 77,720 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #309.

CSM Advisors first reported a position in INVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.96M in Q1 2026. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • CSM Advisors held 77,720 shares of Innovex International worth $1.93M as of Q2 2026.
  • CSM Advisors sold 2,759 Innovex International shares in Q2 2026, an estimated $75K.
  • Innovex International made up 0.04% of CSM Advisors's portfolio in Q2 2026, its #309 holding.
  • CSM Advisors first reported a position in Innovex International in Q1 2026 and has held it in 2 quarters since.
  • CSM Advisors's Innovex International position peaked at $1.96M in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.