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Journey Strategic Wealth’s Innoviva INVA Stock Holding History

Journey Strategic Wealth’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 		$227K Buy
+9,755
New +$210K 0.01% 704
2025
Q3 		– Sell
-10,271
Closed -$206K – 742
2025
Q2 		$206K Buy
+10,271
New +$198K 0.01% 608

Other funds holding INVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Journey Strategic Wealth's INVA Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Innoviva (INVA) in Q1 2026: 9,755 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in INVA as recently as Q2 2025.

Journey Strategic Wealth first reported a position in INVA in Q2 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold INVA as of Q1 2026.

  • Journey Strategic Wealth held 9,755 shares of Innoviva worth $227K as of Q1 2026.
  • Innoviva was a new Journey Strategic Wealth position in Q1 2026.
  • Innoviva made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #704 holding.
  • Journey Strategic Wealth first reported a position in Innoviva in Q2 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Innoviva as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.