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Legacy Wealth Management (Idaho)’s Innoviva INVA Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-205
Closed -$4.78K – 555
2026
Q1 		$4.78K Hold
205
– – ﹤0.01% 628
2025
Q4 		$4.1K Buy
205
+168
+454% +$3.28K ﹤0.01% 567
2025
Q3 		$676 Hold
37
– – ﹤0.01% 659
2025
Q2 		$744 Sell
37
-43
-54% -$827 ﹤0.01% 620
2025
Q1 		$1.45K Hold
80
– – ﹤0.01% 589
2024
Q4 		$1.47K Buy
80
+43
+116% +$826 ﹤0.01% 545
2024
Q3 		$744 Buy
+37
New +$682 ﹤0.01% 571

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

Legacy Wealth Management (Idaho)'s INVA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Innoviva (INVA) in Q2 2026, closing a stake of 205 shares — an estimated $4.78K sold.

Legacy Wealth Management (Idaho) first reported a position in INVA in Q3 2024 and held it in 7 quarters. The position peaked at $4.78K in Q1 2026. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Innoviva position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 205 Innoviva shares in Q2 2026, an estimated $4.78K.
  • Legacy Wealth Management (Idaho) first reported a position in Innoviva in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Innoviva position peaked at $4.78K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.