EPW
INVX

Evolve Private Wealth’s Innovex International INVX Stock Holding History

Evolve Private Wealth’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 		$753K Buy
30,381
+1,734
+6% +$47.1K 0.05% 371
2026
Q1 		$699K Buy
28,647
+1,732
+6% +$43.5K 0.04% 441
2025
Q4 		$589K Buy
+26,915
New +$562K 0.03% 469

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

Evolve Private Wealth's INVX Position: Q2 2026 in Review

Evolve Private Wealth increased its Innovex International (INVX) stake by 6.1% in Q2 2026, buying an estimated $47.1K and bringing the position to 30,381 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #371.

Evolve Private Wealth first reported a position in INVX in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Evolve Private Wealth held 30,381 shares of Innovex International worth $753K as of Q2 2026.
  • Evolve Private Wealth bought 1,734 Innovex International shares in Q2 2026, an estimated $47.1K.
  • Innovex International made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #371 holding.
  • Evolve Private Wealth first reported a position in Innovex International in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.