EverSource Wealth Advisors’s Innoviva INVA Stock Holding History

EverSource Wealth Advisors’s Portfolio INVA Stock Details INVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.1K	Sell	843 -103	-11%	-$2.36K	﹤0.01%	2456
2026 Q1	$22K	Sell	946 -6	-0.6%	-$129	﹤0.01%	2444
2025 Q4	$19K	Sell	952 -761	-44%	-$14.9K	﹤0.01%	2418
2025 Q3	$31.3K	Sell	1,713 -685	-29%	-$13.4K	﹤0.01%	2031
2025 Q2	$48.2K	Buy	2,398 +1,795	+298%	+$34.5K	﹤0.01%	1640
2025 Q1	$10.9K	Sell	603 -25	-4%	-$448	﹤0.01%	2065
2024 Q4	$10.9K	Buy	628 +54	+9%	+$1.04K	﹤0.01%	1945
2024 Q3	$11.1K	Hold	574	–	–	﹤0.01%	1804
2024 Q2	$10.8K	Hold	574	–	–	﹤0.01%	1810
2024 Q1	$8.67K	Hold	574	–	–	﹤0.01%	1768
2023 Q4	$9.21K	Hold	574	–	–	﹤0.01%	1586
2023 Q3	$7.46K	Sell	574 -103	-15%	-$1.34K	﹤0.01%	1531
2023 Q2	$8.62K	Sell	677 -897	-57%	-$11.2K	﹤0.01%	1502
2023 Q1	$17.7K	Buy	1,574 +1,461	+1,293%	+$17.7K	﹤0.01%	1125
2022 Q4	$1.5K	Hold	113	–	–	﹤0.01%	1992
2022 Q3	$1K	Hold	113	–	–	﹤0.01%	1834
2022 Q2	$2K	Hold	113	–	–	﹤0.01%	1517
2022 Q1	$2K	Hold	113	–	–	﹤0.01%	1533
2021 Q4	$2K	Buy	+113	New	+$1.93K	﹤0.01%	1564

Other funds holding INVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EverSource Wealth Advisors's INVA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Innoviva (INVA) stake by 11% in Q2 2026, selling an estimated $2.36K and leaving 843 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

EverSource Wealth Advisors first reported a position in INVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $48.2K in Q2 2025. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

EverSource Wealth Advisors held 843 shares of Innoviva worth $19.1K as of Q2 2026.
EverSource Wealth Advisors sold 103 Innoviva shares in Q2 2026, an estimated $2.36K.
Innoviva made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2456 holding.
EverSource Wealth Advisors first reported a position in Innoviva in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Innoviva position peaked at $48.2K in Q2 2025.
308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.