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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
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 $5.72T 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 $240B 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

Pinnacle Wealth Planning Services's INVA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Innoviva (INVA) stake by 3.7% in Q1 2026, buying an estimated $3.38K and bringing the position to 4,360 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #790.

Pinnacle Wealth Planning Services first reported a position in INVA in Q4 2020 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold INVA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,360 shares of Innoviva worth $102K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 157 Innoviva shares in Q1 2026, an estimated $3.38K.
  • Innoviva made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #790 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innoviva in Q4 2020 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Innoviva as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.