Envestnet Asset Management’s Innovex International INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.4M | Sell |
56,381
-4,125
| -7% | -$112K | ﹤0.01% | 3410 |
|
|
2026
Q1 | $1.48M | Buy |
60,506
+16,398
| +37% | +$412K | ﹤0.01% | 3227 |
|
|
2025
Q4 | $965K | Buy |
44,108
+5,063
| +13% | +$106K | ﹤0.01% | 3291 |
|
|
2025
Q3 | $724K | Buy |
39,045
+3,785
| +11% | +$63K | ﹤0.01% | 3521 |
|
|
2025
Q2 | $551K | Sell |
35,260
-2,623
| -7% | -$40.3K | ﹤0.01% | 3627 |
|
|
2025
Q1 | $680K | Buy |
37,883
+8,507
| +29% | +$145K | ﹤0.01% | 3426 |
|
|
2024
Q4 | $410K | Sell |
29,376
-2,696
| -8% | -$40.4K | ﹤0.01% | 3697 |
|
|
2024
Q3 | $471K | Buy |
32,072
+4,249
| +15% | +$68.2K | ﹤0.01% | 3567 |
|
|
2024
Q2 | $518K | Sell |
27,823
-20,127
| -42% | -$391K | ﹤0.01% | 3440 |
|
|
2024
Q1 | $1.08M | Sell |
47,950
-7,777
| -14% | -$170K | ﹤0.01% | 2976 |
|
|
2023
Q4 | $1.3M | Sell |
55,727
-17,910
| -24% | -$420K | ﹤0.01% | 2741 |
|
|
2023
Q3 | $2.07M | Buy |
73,637
+5,429
| +8% | +$147K | ﹤0.01% | 2355 |
|
|
2023
Q2 | $1.59M | Sell |
68,208
-2,836
| -4% | -$72.3K | ﹤0.01% | 2426 |
|
|
2023
Q1 | $2.04M | Buy |
71,044
+1,703
| +2% | +$50.5K | ﹤0.01% | 2186 |
|
|
2022
Q4 | $1.88M | Sell |
69,341
-15,433
| -18% | -$368K | ﹤0.01% | 2194 |
|
|
2022
Q3 | $1.66M | Buy |
84,774
+2,222
| +3% | +$51.5K | ﹤0.01% | 2195 |
|
|
2022
Q2 | $2.13M | Buy |
82,552
+18,466
| +29% | +$563K | ﹤0.01% | 2060 |
|
|
2022
Q1 | $2.39M | Buy |
+64,086
| New | +$1.84M | ﹤0.01% | 2088 |
|
|
2021
Q4 | – | Sell |
-8,609
| Closed | -$217K | – | 3958 |
|
|
2021
Q3 | $217K | Sell |
8,609
-7,048
| -45% | -$187K | ﹤0.01% | 3467 |
|
|
2021
Q2 | $530K | Sell |
15,657
-1,639
| -9% | -$55.1K | ﹤0.01% | 2946 |
|
|
2021
Q1 | $575K | Sell |
17,296
-14,962
| -46% | -$513K | ﹤0.01% | 2763 |
|
|
2020
Q4 | $955K | Sell |
32,258
-5,621
| -15% | -$160K | ﹤0.01% | 2240 |
|
|
2020
Q3 | $938K | Sell |
37,879
-2,114
| -5% | -$67.3K | ﹤0.01% | 2052 |
|
|
2020
Q2 | $1.19M | Buy |
39,993
+2,201
| +6% | +$67.7K | ﹤0.01% | 1866 |
|
|
2020
Q1 | $1.15M | Buy |
37,792
+7,798
| +26% | +$304K | ﹤0.01% | 1733 |
|
|
2019
Q4 | $1.41M | Sell |
29,994
-5,324
| -15% | -$244K | ﹤0.01% | 1811 |
|
|
2019
Q3 | $1.77M | Sell |
35,318
-440
| -1% | -$21.5K | ﹤0.01% | 1615 |
|
|
2019
Q2 | $1.72M | Buy |
35,758
+7,501
| +27% | +$326K | ﹤0.01% | 1643 |
|
|
2019
Q1 | $1.3M | Buy |
28,257
+6,527
| +30% | +$256K | ﹤0.01% | 1728 |
|
|
2018
Q4 | $653K | Buy |
+21,730
| New | +$877K | ﹤0.01% | 1986 |
|
|
2018
Q3 | – | Sell |
-10,010
| Closed | -$514K | – | 2683 |
|
|
2018
Q2 | $514K | Sell |
10,010
-4,753
| -32% | -$222K | ﹤0.01% | 1310 |
|
|
2018
Q1 | $656K | Sell |
14,763
-2,209
| -13% | -$108K | ﹤0.01% | 1098 |
|
|
2017
Q4 | $810K | Sell |
16,972
-257
| -1% | -$11.5K | ﹤0.01% | 1296 |
|
|
2017
Q3 | $763K | Buy |
17,229
+478
| +3% | +$20.8K | ﹤0.01% | 1265 |
|
|
2017
Q2 | $820K | Sell |
16,751
-2,708
| -14% | -$140K | ﹤0.01% | 1268 |
|
|
2017
Q1 | $1.06M | Buy |
19,459
+1,649
| +9% | +$98.5K | ﹤0.01% | 1203 |
|
|
2016
Q4 | $1.07M | Buy |
17,810
+983
| +6% | +$54.7K | ﹤0.01% | 1158 |
|
|
2016
Q3 | $938K | Buy |
16,827
+3,835
| +30% | +$214K | ﹤0.01% | 1273 |
|
|
2016
Q2 | $759K | Sell |
12,992
-2,279
| -15% | -$138K | ﹤0.01% | 1459 |
|
|
2016
Q1 | $925K | Buy |
15,271
+2,341
| +18% | +$130K | ﹤0.01% | 1355 |
|
|
2015
Q4 | $766K | Sell |
12,930
-2,098
| -14% | -$130K | ﹤0.01% | 1409 |
|
|
2015
Q3 | $875K | Sell |
15,028
-1,314
| -8% | -$83.7K | ﹤0.01% | 1346 |
|
|
2015
Q2 | $1.23M | Buy |
16,342
+3,283
| +25% | +$247K | 0.01% | 1300 |
|
|
2015
Q1 | $893K | Buy |
13,059
+12,946
| +11,457% | +$933K | ﹤0.01% | 1336 |
|
|
2014
Q4 | $9K | Sell |
113
-32
| -22% | -$2.67K | ﹤0.01% | 2003 |
|
|
2014
Q3 | $13K | Sell |
145
-918
| -86% | -$91.5K | ﹤0.01% | 2027 |
|
|
2014
Q2 | $116K | Sell |
1,063
-291
| -21% | -$31.3K | ﹤0.01% | 1168 |
|
|
2014
Q1 | $152K | Sell |
1,354
-442
| -25% | -$45.8K | ﹤0.01% | 1001 |
|
|
2013
Q4 | $197K | Buy |
1,796
+479
| +36% | +$54.1K | ﹤0.01% | 828 |
|
|
2013
Q3 | $151K | Sell |
1,317
-421
| -24% | -$43K | ﹤0.01% | 860 |
|
|
2013
Q2 | $157K | Buy |
+1,738
| New | +$152K | ﹤0.01% | 850 |
|
Other funds holding INVX
IMA
MAP
LSC
HSA
YIH
Envestnet Asset Management's INVX Position: Q2 2026 in Review
Envestnet Asset Management reduced its Innovex International (INVX) stake by 6.8% in Q2 2026, selling an estimated $112K and leaving 56,381 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3410.
Envestnet Asset Management first reported a position in INVX in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.39M in Q1 2022. 52 funds tracked by Wall St. Rank hold INVX as of Q2 2026.
- Envestnet Asset Management held 56,381 shares of Innovex International worth $1.4M as of Q2 2026.
- Envestnet Asset Management sold 4,125 Innovex International shares in Q2 2026, an estimated $112K.
- Innovex International made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3410 holding.
- Envestnet Asset Management first reported a position in Innovex International in Q2 2013 and has held it in 51 quarters since.
- Envestnet Asset Management's Innovex International position peaked at $2.39M in Q1 2022.
- 52 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.