NAAA
INVX

New Age Alpha Advisors’s Innovex International INVX Stock Holding History

New Age Alpha Advisors’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 		$680K Sell
27,439
-14,652
-35% -$398K 0.03% 555
2026
Q1 		$1.03M Sell
42,091
-1,716
-4% -$43.1K 0.05% 403
2025
Q4 		$958K Sell
43,807
-30,259
-41% -$631K 0.04% 405
2025
Q3 		$1.37M Sell
74,066
-1,759
-2% -$29.3K 0.06% 373
2025
Q2 		$1.18M Sell
75,825
-5,872
-7% -$90.3K 0.05% 400
2025
Q1 		$1.47M Buy
+81,697
New +$1.39M 0.07% 366

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New Age Alpha Advisors's INVX Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Innovex International (INVX) stake by 35% in Q2 2026, selling an estimated $398K and leaving 27,439 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #555.

New Age Alpha Advisors first reported a position in INVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2025. 223 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • New Age Alpha Advisors held 27,439 shares of Innovex International worth $680K as of Q2 2026.
  • New Age Alpha Advisors sold 14,652 Innovex International shares in Q2 2026, an estimated $398K.
  • Innovex International made up 0.03% of New Age Alpha Advisors's portfolio in Q2 2026, its #555 holding.
  • New Age Alpha Advisors first reported a position in Innovex International in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Innovex International position peaked at $1.47M in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.