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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
Q2 		$99.7K 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 $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's INVA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Innoviva (INVA) stake by 0.73% in Q2 2026, buying an estimated $732 and bringing the position to 4,392 shares worth $99.7K. The position accounts for 0.01% of the portfolio, ranked #869.

Pinnacle Wealth Planning Services first reported a position in INVA in Q4 2020 and has held it in 4 quarters since. The position peaked at $102K in Q1 2026. 309 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,392 shares of Innoviva worth $99.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 32 Innoviva shares in Q2 2026, an estimated $732.
  • Innoviva made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #869 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innoviva in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Innoviva position peaked at $102K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.