MCM
INVX

MAI Capital Management’s Innovex International INVX Stock Holding History

MAI Capital Management’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
Q1 		$98 Buy
+4
New +$100 ﹤0.01% 4762
2025
Q1 		– Sell
-54
Closed -$755 – 3600
2024
Q4 		$755 Buy
+54
New +$810 ﹤0.01% 3246

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAI Capital Management's INVX Position: Q1 2026 in Review

MAI Capital Management opened a new position in Innovex International (INVX) in Q1 2026: 4 shares worth $98. The stake represents ﹤0.01% of the portfolio and ranks #4762 among its holdings. This is a return to the name: MAI Capital Management previously reported a position in INVX as recently as Q4 2024.

MAI Capital Management first reported a position in INVX in Q4 2024 and has held it in 2 quarters since. The position peaked at $755 in Q4 2024. 208 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • MAI Capital Management held 4 shares of Innovex International worth $98 as of Q1 2026.
  • Innovex International was a new MAI Capital Management position in Q1 2026.
  • Innovex International made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4762 holding.
  • MAI Capital Management first reported a position in Innovex International in Q4 2024 and has held it in 2 quarters since.
  • MAI Capital Management's Innovex International position peaked at $755 in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.