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Fortitude Family Office’s Innovex International INVX Stock Holding History

Fortitude Family Office’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 		$54 Hold
2
– – ﹤0.01% 2582
2026
Q2 		$50 Buy
+2
New +$54 ﹤0.01% 2209
2025
Q3 		– Sell
-35
Closed -$547 – 2164
2025
Q2 		$547 Buy
+35
New +$538 ﹤0.01% 1757

Other funds holding INVX

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fortitude Family Office's INVX Position: Q3 2026 in Review

Fortitude Family Office held its Innovex International (INVX) position steady in Q3 2026 at 2 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Fortitude Family Office first reported a position in INVX in Q2 2025 and has held it in 3 quarters since. The position peaked at $547 in Q2 2025. 15 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

  • Fortitude Family Office held 2 shares of Innovex International worth $54 as of Q3 2026.
  • Fortitude Family Office left its Innovex International share count unchanged in Q3 2026.
  • Innovex International made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2582 holding.
  • Fortitude Family Office first reported a position in Innovex International in Q2 2025 and has held it in 3 quarters since.
  • Fortitude Family Office's Innovex International position peaked at $547 in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.