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JPL Wealth Management’s Innoviva INVA Stock Holding History

JPL 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
2026
Q2 		$2.59K Buy
114
+42
+58% +$961 ﹤0.01% 990
2026
Q1 		$1.68K Buy
+72
New +$1.55K ﹤0.01% 1029
2025
Q4 		– Sell
-72
Closed -$1.31K – 604
2025
Q3 		$1.31K Buy
+72
New +$1.4K ﹤0.01% 952

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JPL Wealth Management's INVA Position: Q2 2026 in Review

JPL Wealth Management increased its Innoviva (INVA) stake by 58% in Q2 2026, buying an estimated $961 and bringing the position to 114 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

JPL Wealth Management first reported a position in INVA in Q3 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • JPL Wealth Management held 114 shares of Innoviva worth $2.59K as of Q2 2026.
  • JPL Wealth Management bought 42 Innoviva shares in Q2 2026, an estimated $961.
  • Innoviva made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #990 holding.
  • JPL Wealth Management first reported a position in Innoviva in Q3 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.