Larson Financial Group’s Innovex International INVX Stock Holding History

Larson Financial Group’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 Q3	$5.24K	Sell	194 -13	-6%	-$366	﹤0.01%	2836
2026 Q2	$5.13K	Buy	207 +13	+7%	+$353	﹤0.01%	2764
2026 Q1	$4.73K	Buy	194 +27	+16%	+$678	﹤0.01%	2638
2025 Q4	$3.65K	Hold	167	–	–	﹤0.01%	2581
2025 Q3	$3.1K	Buy	167 +89	+114%	+$1.48K	﹤0.01%	2532
2025 Q2	$1.22K	Buy	78 +73	+1,460%	+$1.12K	﹤0.01%	2581
2025 Q1	$90	Sell	5 -173	-97%	-$2.94K	﹤0.01%	2931
2024 Q4	$2.49K	Hold	178	–	–	﹤0.01%	1831
2024 Q3	$2.61K	Buy	178 +173	+3,460%	+$2.78K	﹤0.01%	1811
2024 Q2	$93	Buy	+5	New	+$97	﹤0.01%	2263

Other funds holding INVX

ACPLP

Amberjack Capital Partners, L.P. Houston, Texas $480M AUM 45.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Larson Financial Group's INVX Position: Q3 2026 in Review

Larson Financial Group reduced its Innovex International (INVX) stake by 6.3% in Q3 2026, selling an estimated $366 and leaving 194 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Larson Financial Group first reported a position in INVX in Q2 2024 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

Larson Financial Group held 194 shares of Innovex International worth $5.24K as of Q3 2026.
Larson Financial Group sold 13 Innovex International shares in Q3 2026, an estimated $366.
Innovex International made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2836 holding.
Larson Financial Group first reported a position in Innovex International in Q2 2024 and has held it in 10 quarters since.
110 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.