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Medallion Wealth Advisors’s Innoviva INVA Stock Holding History

Medallion Wealth Advisors’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 		$2.54K Hold
112
– – ﹤0.01% 949
2026
Q1 		$2.61K Hold
112
– – ﹤0.01% 964
2025
Q4 		$2.24K Hold
112
– – ﹤0.01% 977
2025
Q3 		$2.04K Hold
112
– – ﹤0.01% 974
2025
Q2 		$2.22K Hold
112
– – ﹤0.01% 945
2025
Q1 		$2.01K Hold
112
– – ﹤0.01% 920
2024
Q4 		$1.94K Buy
+112
New +$2.15K ﹤0.01% 859

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

Medallion Wealth Advisors's INVA Position: Q2 2026 in Review

Medallion Wealth Advisors held its Innoviva (INVA) position steady in Q2 2026 at 112 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Medallion Wealth Advisors first reported a position in INVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61K in Q1 2026. 309 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Medallion Wealth Advisors held 112 shares of Innoviva worth $2.54K as of Q2 2026.
  • Medallion Wealth Advisors left its Innoviva share count unchanged in Q2 2026.
  • Innoviva made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #949 holding.
  • Medallion Wealth Advisors first reported a position in Innoviva in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Innoviva position peaked at $2.61K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.