MPWT
INVX

MassMutual Private Wealth & Trust’s Innovex International INVX Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$397 Hold
16
– – ﹤0.01% 2303
2026
Q1 		$390 Sell
16
-237
-94% -$5.95K ﹤0.01% 2269
2025
Q4 		$5.53K Hold
253
– – ﹤0.01% 1639
2025
Q3 		$4.69K Hold
253
– – ﹤0.01% 1698
2025
Q2 		$3.95K Sell
253
-29
-10% -$446 ﹤0.01% 1725
2025
Q1 		$5.07K Buy
282
+6
+2% +$102 ﹤0.01% 1600
2024
Q4 		$3.86K Sell
276
-191
-41% -$2.86K ﹤0.01% 1626
2024
Q3 		$6.86K Buy
467
+456
+4,145% +$7.32K ﹤0.01% 1261
2024
Q2 		$205 Sell
11
-86
-89% -$1.67K ﹤0.01% 2075
2024
Q1 		$2.19K Sell
97
-70
-42% -$1.53K ﹤0.01% 1518
2023
Q4 		$3.89K Buy
167
+70
+72% +$1.64K ﹤0.01% 1302
2023
Q3 		$2.73K Hold
97
– – ﹤0.01% 1412
2023
Q2 		$2.26K Sell
97
-34
-26% -$866 ﹤0.01% 1440
2023
Q1 		$3.76K Buy
131
+34
+35% +$1.01K ﹤0.01% 1222
2022
Q4 		$3K Hold
97
– – ﹤0.01% 1190
2022
Q3 		$2K Hold
97
– – ﹤0.01% 1314
2022
Q2 		$3K Hold
97
– – ﹤0.01% 1094
2022
Q1 		$4K Hold
97
– – ﹤0.01% 1010
2021
Q4 		$2K Buy
+97
New +$2.14K ﹤0.01% 1138
2016
Q2 		– Sell
-275
Closed -$16.7K – 924
2016
Q1 		$16.7K Buy
275
+249
+958% +$13.9K ﹤0.01% 468
2015
Q4 		$1.54K Hold
26
– – ﹤0.01% 678
2015
Q3 		$2.33K Hold
26
– – ﹤0.01% 690
2015
Q2 		$2.84K Hold
26
– – ﹤0.01% 620
2015
Q1 		$1.78K Hold
26
– – ﹤0.01% 652
2014
Q4 		$2K Hold
26
– – ﹤0.01% 561
2014
Q3 		$2.32K Hold
26
– – ﹤0.01% 666
2014
Q2 		$2.84K Hold
26
– – ﹤0.01% 483
2014
Q1 		$2.92K Hold
26
– – ﹤0.01% 469
2013
Q4 		$2.86K Buy
+26
New +$2.94K ﹤0.01% 403

Other funds holding INVX

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's INVX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Innovex International (INVX) position steady in Q2 2026 at 16 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

MassMutual Private Wealth & Trust first reported a position in INVX in Q4 2013 and has held it in 29 quarters since. The position peaked at $16.7K in Q1 2016. 43 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 16 shares of Innovex International worth $397 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Innovex International share count unchanged in Q2 2026.
  • Innovex International made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2303 holding.
  • MassMutual Private Wealth & Trust first reported a position in Innovex International in Q4 2013 and has held it in 29 quarters since.
  • MassMutual Private Wealth & Trust's Innovex International position peaked at $16.7K in Q1 2016.
  • 43 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.