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INVX

NewEdge Advisors’s Innovex International INVX Stock Holding History

NewEdge 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
2025
Q2 		– Sell
-31,039
Closed -$557K – 4186
2025
Q1 		$557K Sell
31,039
-56
-0.2% -$951 ﹤0.01% 1525
2024
Q4 		$434K Buy
31,095
+5
+0% +$75 ﹤0.01% 1644
2024
Q3 		$456K Buy
31,090
+16,108
+108% +$259K ﹤0.01% 1527
2024
Q2 		$279K Buy
+14,982
New +$291K ﹤0.01% 1759
2023
Q1 		– Sell
-225
Closed -$6.11K – 4208
2022
Q4 		$6.11K Buy
+225
New +$5.36K ﹤0.01% 2524
2017
Q3 		– Sell
-75
Closed -$3.69K – 1157
2017
Q2 		$3.69K Buy
+75
New +$3.87K ﹤0.01% 1202

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's INVX Position: Q2 2025 in Review

NewEdge Advisors sold out of Innovex International (INVX) in Q2 2025, closing a stake of 31,039 shares — an estimated $557K sold.

NewEdge Advisors first reported a position in INVX in Q2 2017 and held it in 6 quarters. The position peaked at $557K in Q1 2025. 168 funds tracked by Wall St. Rank hold INVX as of Q2 2025.

  • NewEdge Advisors reported no remaining Innovex International position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 31,039 Innovex International shares in Q2 2025, an estimated $557K.
  • NewEdge Advisors first reported a position in Innovex International in Q2 2017 and held it in 6 quarters.
  • NewEdge Advisors's Innovex International position peaked at $557K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Innovex International as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.