Essential Partners’s Innovex International INVX Stock Holding History

Essential Partners’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 Q3	$351	Sell	13 -2	-13%	-$56	﹤0.01%	2488
2026 Q2	$372	Sell	15 -105	-88%	-$2.85K	﹤0.01%	2534
2026 Q1	$2.93K	Hold	120	–	–	﹤0.01%	1836
2025 Q4	$2.62K	Buy	120 +43	+56%	+$897	﹤0.01%	1712
2025 Q3	$1.43K	Buy	77 +57	+285%	+$948	﹤0.01%	1913
2025 Q2	$312	Buy	+20	New	+$307	﹤0.01%	1831

Other funds holding INVX

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's INVX Position: Q3 2026 in Review

Essential Partners reduced its Innovex International (INVX) stake by 13% in Q3 2026, selling an estimated $56 and leaving 13 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Essential Partners first reported a position in INVX in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.93K in Q1 2026. 36 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

Essential Partners held 13 shares of Innovex International worth $351 as of Q3 2026.
Essential Partners sold 2 Innovex International shares in Q3 2026, an estimated $56.
Innovex International made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2488 holding.
Essential Partners first reported a position in Innovex International in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Innovex International position peaked at $2.93K in Q1 2026.
36 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.