EWM
INVX

Empirical Wealth Management’s Innovex International INVX Stock Holding History

Empirical Wealth Management’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 		$377K Buy
15,183
+1,715
+13% +$46.6K 0.01% 797
2026
Q1 		$328K Buy
13,468
+2,119
+19% +$53.2K 0.01% 757
2025
Q4 		$248K Buy
+11,349
New +$237K ﹤0.01% 773

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Empirical Wealth Management's INVX Position: Q2 2026 in Review

Empirical Wealth Management increased its Innovex International (INVX) stake by 13% in Q2 2026, buying an estimated $46.6K and bringing the position to 15,183 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #797.

Empirical Wealth Management first reported a position in INVX in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Empirical Wealth Management held 15,183 shares of Innovex International worth $377K as of Q2 2026.
  • Empirical Wealth Management bought 1,715 Innovex International shares in Q2 2026, an estimated $46.6K.
  • Innovex International made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #797 holding.
  • Empirical Wealth Management first reported a position in Innovex International in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.