Northwestern Mutual Wealth Management
INVX

Northwestern Mutual Wealth Management’s Innovex International INVX Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-27
Closed -$659 – 4531
2026
Q1 		$659 Buy
+27
New +$678 ﹤0.01% 3820
2025
Q4 		– Sell
-200
Closed -$3.71K – 4282
2025
Q3 		$3.71K Buy
+200
New +$3.33K ﹤0.01% 3237
2022
Q1 		– Sell
-201
Closed -$4K – 3453
2021
Q4 		$4K Buy
+201
New +$4.43K ﹤0.01% 2863
2020
Q2 		– Sell
-7
Closed – – 2724
2020
Q1 		$0 Buy
+7
New +$273 ﹤0.01% 2779
2019
Q2 		– Sell
-31
Closed -$1K – 2733
2019
Q1 		$1K Buy
+31
New +$1.22K ﹤0.01% 2466
2018
Q4 		– Sell
-11
Closed -$1K – 2685
2018
Q3 		$1K Buy
+11
New +$574 ﹤0.01% 2410
2018
Q1 		– Sell
-162
Closed -$8K – 2452
2017
Q4 		$8K Hold
162
– – ﹤0.01% 1827
2017
Q3 		$7K Buy
+162
New +$7.05K ﹤0.01% 1755
2017
Q1 		– Sell
-183
Closed -$11K – 2453
2016
Q4 		$11K Buy
183
+59
+48% +$3.28K ﹤0.01% 1590
2016
Q3 		$7K Sell
124
-25
-17% -$1.39K ﹤0.01% 1643
2016
Q2 		$8K Buy
149
+136
+1,046% +$8.22K ﹤0.01% 1454
2016
Q1 		$1K Buy
+13
New +$724 ﹤0.01% 2051
2015
Q4 		– Sell
-36
Closed -$2K – 1879
2015
Q3 		$2K Buy
+36
New +$2.29K ﹤0.01% 1481
2015
Q1 		– Sell
-60
Closed -$5K – 1860
2014
Q4 		$5K Buy
+60
New +$5K ﹤0.01% 1309
2014
Q1 		– Sell
-33
Closed -$4K – 1483
2013
Q4 		$4K Buy
+33
New +$3.73K ﹤0.01% 1125

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's INVX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Innovex International (INVX) in Q2 2026, closing a stake of 27 shares — an estimated $659 sold.

Northwestern Mutual Wealth Management first reported a position in INVX in Q4 2013 and held it in 15 quarters. The position peaked at $11K in Q4 2016. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Innovex International position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 27 Innovex International shares in Q2 2026, an estimated $659.
  • Northwestern Mutual Wealth Management first reported a position in Innovex International in Q4 2013 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's Innovex International position peaked at $11K in Q4 2016.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.