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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
Q2 		$39.6K Hold
52,000
– – ﹤0.01% 1192
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 $1.81B AUM 38.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Mount Yale Investment Advisors's INVZ Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Innoviz Technologies (INVZ) position steady in Q2 2026 at 52,000 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Mount Yale Investment Advisors first reported a position in INVZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $46.9K in Q3 2025. 94 funds tracked by Wall St. Rank hold INVZ as of Q2 2026.

  • Mount Yale Investment Advisors held 52,000 shares of Innoviz Technologies worth $39.6K as of Q2 2026.
  • Mount Yale Investment Advisors left its Innoviz Technologies share count unchanged in Q2 2026.
  • Innoviz Technologies made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1192 holding.
  • Mount Yale Investment Advisors first reported a position in Innoviz Technologies in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Innoviz Technologies position peaked at $46.9K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Innoviz Technologies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.