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 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 $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return