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Larson Financial Group’s Innoviva INVA Stock Holding History

Larson Financial Group’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 		– Sell
-10
Closed -$200 – 3715
2025
Q4 		$200 Sell
10
-78
-89% -$1.52K ﹤0.01% 3272
2025
Q3 		$1.61K Sell
88
-5
-5% -$97 ﹤0.01% 2784
2025
Q2 		$1.87K Buy
93
+83
+830% +$1.6K ﹤0.01% 2429
2025
Q1 		$181 Hold
10
– – ﹤0.01% 2812
2024
Q4 		$174 Hold
10
– – ﹤0.01% 2476
2024
Q3 		$193 Hold
10
– – ﹤0.01% 2388
2024
Q2 		$164 Buy
+10
New +$155 ﹤0.01% 2126

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

Larson Financial Group's INVA Position: Q1 2026 in Review

Larson Financial Group sold out of Innoviva (INVA) in Q1 2026, closing a stake of 10 shares — an estimated $200 sold.

Larson Financial Group first reported a position in INVA in Q2 2024 and held it in 7 quarters. The position peaked at $1.87K in Q2 2025. 286 funds tracked by Wall St. Rank hold INVA as of Q1 2026.

  • Larson Financial Group reported no remaining Innoviva position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 10 Innoviva shares in Q1 2026, an estimated $200.
  • Larson Financial Group first reported a position in Innoviva in Q2 2024 and held it in 7 quarters.
  • Larson Financial Group's Innoviva position peaked at $1.87K in Q2 2025.
  • 286 funds tracked by Wall St. Rank held Innoviva as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.