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Hemington Wealth Management’s Innoviva INVA Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$1K Hold
81
– – ﹤0.01% 1440
2025
Q2 		$1K Sell
81
-34
-30% -$654 ﹤0.01% 1416
2025
Q1 		$2K Sell
115
-23
-17% -$412 ﹤0.01% 1296
2024
Q4 		$2K Sell
138
-1
-0.7% -$19 ﹤0.01% 1277
2024
Q3 		$2K Buy
+139
New +$2.56K ﹤0.01% 1195

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Hemington Wealth Management's INVA Position: Q3 2025 in Review

Hemington Wealth Management held its Innoviva (INVA) position steady in Q3 2025 at 81 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Hemington Wealth Management first reported a position in INVA in Q3 2024 and has held it in 5 quarters since. The position peaked at $2K in Q1 2025. 264 funds tracked by Wall St. Rank hold INVA as of Q3 2025.

  • Hemington Wealth Management held 81 shares of Innoviva worth $1K as of Q3 2025.
  • Hemington Wealth Management left its Innoviva share count unchanged in Q3 2025.
  • Innoviva made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1440 holding.
  • Hemington Wealth Management first reported a position in Innoviva in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Innoviva position peaked at $2K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Innoviva as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.