HNW
INVX

High Note Wealth’s Innovex International INVX Stock Holding History

High Note 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 		$7.64K Buy
+308
New +$8.37K ﹤0.01% 471
2025
Q3 		– Sell
-94
Closed -$1.47K – 1009
2025
Q2 		$1.47K Sell
94
-181
-66% -$2.78K ﹤0.01% 731
2025
Q1 		$4.94K Buy
+275
New +$4.67K ﹤0.01% 416

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

High Note Wealth's INVX Position: Q2 2026 in Review

High Note Wealth opened a new position in Innovex International (INVX) in Q2 2026: 308 shares worth $7.64K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: High Note Wealth previously reported a position in INVX as recently as Q2 2025.

High Note Wealth first reported a position in INVX in Q1 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • High Note Wealth held 308 shares of Innovex International worth $7.64K as of Q2 2026.
  • Innovex International was a new High Note Wealth position in Q2 2026.
  • Innovex International made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #471 holding.
  • High Note Wealth first reported a position in Innovex International in Q1 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.