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Mount Yale Investment Advisors’s Innoviz Technologies INVZ Stock Holding History

Mount Yale Investment Advisors’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.9K Buy
52,000
+30,000
+136% +$27.4K ﹤0.01% 1092
2025
Q4 		$18.8K Sell
22,000
-1,000
-4% -$1.58K ﹤0.01% 718
2025
Q3 		$46.9K Buy
+23,000
New +$39.2K ﹤0.01% 665

Other funds holding INVZ

AF
Aquamarine Financial George Town $1.37B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Mount Yale Investment Advisors's INVZ Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Innoviz Technologies (INVZ) stake by 136% in Q1 2026, buying an estimated $27.4K and bringing the position to 52,000 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Mount Yale Investment Advisors first reported a position in INVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $46.9K in Q3 2025. 97 funds tracked by Wall St. Rank hold INVZ as of Q1 2026.

  • Mount Yale Investment Advisors held 52,000 shares of Innoviz Technologies worth $32.9K as of Q1 2026.
  • Mount Yale Investment Advisors bought 30,000 Innoviz Technologies shares in Q1 2026, an estimated $27.4K.
  • Innoviz Technologies made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1092 holding.
  • Mount Yale Investment Advisors first reported a position in Innoviz Technologies in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Innoviz Technologies position peaked at $46.9K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Innoviz Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.