EP
INVX

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
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

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

Essential Partners's INVX Position: Q2 2026 in Review

Essential Partners reduced its Innovex International (INVX) stake by 88% in Q2 2026, selling an estimated $2.85K and leaving 15 shares worth $372. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Essential Partners first reported a position in INVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.93K in Q1 2026. 223 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Essential Partners held 15 shares of Innovex International worth $372 as of Q2 2026.
  • Essential Partners sold 105 Innovex International shares in Q2 2026, an estimated $2.85K.
  • Innovex International made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2534 holding.
  • Essential Partners first reported a position in Innovex International in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Innovex International position peaked at $2.93K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.