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INVA icon

NewEdge Advisors’s Innoviva INVA Stock Holding History

NewEdge 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
Q1 		$761K Sell
32,647
-3,337
-9% -$71.9K ﹤0.01% 1672
2025
Q4 		$719K Buy
35,984
+15,899
+79% +$310K ﹤0.01% 1696
2025
Q3 		$367K Buy
20,085
+1,407
+8% +$27.4K ﹤0.01% 2032
2025
Q2 		$375K Buy
18,678
+5,284
+39% +$102K ﹤0.01% 1876
2025
Q1 		$243K Buy
+13,394
New +$240K ﹤0.01% 2011
2024
Q2 		– Sell
-779
Closed -$11.9K – 3899
2024
Q1 		$11.9K Sell
779
-879
-53% -$13.8K ﹤0.01% 2817
2023
Q4 		$26.6K Buy
+1,658
New +$23.2K ﹤0.01% 2466
2023
Q1 		– Sell
-284
Closed -$3.51K – 3785
2022
Q4 		$3.51K Buy
+284
New +$3.73K ﹤0.01% 2703
2017
Q3 		– Sell
-1,300
Closed -$16.5K – 721
2017
Q2 		$16.5K Buy
+1,300
New +$16.3K ﹤0.01% 797

Other funds holding INVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return