Plante Moran Financial Advisors’s Innovex International INVX Stock Holding History

Plante Moran Financial 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
2026 Q2	$347	Buy	+14	New	+$380	﹤0.01%	1254
2017 Q2	–	Sell	-9	Closed	–	–	912
2017 Q1	$0	Buy	+9	New	+$538	﹤0.01%	1054
2015 Q1	–	Sell	-119	Closed	-$9K	–	812
2014 Q4	$9K	Hold	119	–	–	0.01%	567
2014 Q3	$11K	Hold	119	–	–	0.01%	524
2014 Q2	$13K	Hold	119	–	–	0.01%	467
2014 Q1	$13K	Hold	119	–	–	0.01%	317
2013 Q4	$13K	Hold	119	–	–	0.01%	411
2013 Q3	$14K	Hold	119	–	–	0.01%	337
2013 Q2	$11K	Buy	+119	New	+$10.4K	0.01%	334

Other funds holding INVX

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plante Moran Financial Advisors's INVX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Innovex International (INVX) in Q2 2026: 14 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in INVX as recently as Q1 2017.

Plante Moran Financial Advisors first reported a position in INVX in Q2 2013 and has held it in 9 quarters since. The position peaked at $14K in Q3 2013. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

Plante Moran Financial Advisors held 14 shares of Innovex International worth $347 as of Q2 2026.
Innovex International was a new Plante Moran Financial Advisors position in Q2 2026.
Innovex International made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1254 holding.
Plante Moran Financial Advisors first reported a position in Innovex International in Q2 2013 and has held it in 9 quarters since.
Plante Moran Financial Advisors's Innovex International position peaked at $14K in Q3 2013.
224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.