Pinnacle Wealth Planning Services
INVA icon

Pinnacle Wealth Planning Services’s Innoviva INVA Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$96K Buy
4,524
+132
+3% +$2.8K 0.01% 876
2026
Q2 		$100K Buy
4,392
+32
+0.7% +$732 0.01% 869
2026
Q1 		$102K Buy
4,360
+157
+4% +$3.38K 0.01% 790
2025
Q4 		$84K Buy
+4,203
New +$82.1K 0.01% 875
2021
Q1 		– Sell
-1,588
Closed -$20K – 1120
2020
Q4 		$20K Buy
+1,588
New +$17.1K ﹤0.01% 1151

Other funds holding INVA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's INVA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Innoviva (INVA) stake by 3% in Q3 2026, buying an estimated $2.8K and bringing the position to 4,524 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #876.

Pinnacle Wealth Planning Services first reported a position in INVA in Q4 2020 and has held it in 5 quarters since. The position peaked at $102K in Q1 2026. 230 funds tracked by Wall St. Rank hold INVA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,524 shares of Innoviva worth $96K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 132 Innoviva shares in Q3 2026, an estimated $2.8K.
  • Innoviva made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #876 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innoviva in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Innoviva position peaked at $102K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Innoviva as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.