Principal Financial Group
INVX

Principal Financial Group’s Innovex International INVX Stock Holding History

Principal Financial Group’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
Q1 		$5.64M Sell
231,404
-4,451
-2% -$112K ﹤0.01% 1593
2025
Q4 		$5.16M Buy
235,855
+15,444
+7% +$322K ﹤0.01% 1605
2025
Q3 		$4.09M Buy
220,411
+9,272
+4% +$154K ﹤0.01% 1659
2025
Q2 		$3.3M Buy
211,139
+18,511
+10% +$285K ﹤0.01% 1699
2025
Q1 		$3.46M Buy
192,628
+10,170
+6% +$173K ﹤0.01% 1657
2024
Q4 		$2.55M Buy
182,458
+20,102
+12% +$301K ﹤0.01% 1761
2024
Q3 		$2.38M Sell
162,356
-7,409
-4% -$119K ﹤0.01% 1744
2024
Q2 		$3.16M Sell
169,765
-7,717
-4% -$150K ﹤0.01% 1685
2024
Q1 		$4M Sell
177,482
-670
-0.4% -$14.7K ﹤0.01% 1636
2023
Q4 		$4.15M Sell
178,152
-6,146
-3% -$144K ﹤0.01% 1617
2023
Q3 		$5.19M Sell
184,298
-9,930
-5% -$270K ﹤0.01% 1518
2023
Q2 		$4.52M Sell
194,228
-10,638
-5% -$271K ﹤0.01% 1569
2023
Q1 		$5.88M Sell
204,866
-2,354
-1% -$69.8K ﹤0.01% 1481
2022
Q4 		$5.63M Sell
207,220
-4,594
-2% -$109K ﹤0.01% 1498
2022
Q3 		$4.13M Sell
211,814
-1,048
-0.5% -$24.3K ﹤0.01% 1557
2022
Q2 		$5.49M Sell
212,862
-20,558
-9% -$626K ﹤0.01% 1521
2022
Q1 		$8.72M Sell
233,420
-2,029
-0.9% -$58.2K 0.01% 1451
2021
Q4 		$4.63M Sell
235,449
-6,044
-3% -$133K ﹤0.01% 1690
2021
Q3 		$6.08M Sell
241,493
-3,471
-1% -$92.2K ﹤0.01% 1610
2021
Q2 		$8.29M Sell
244,964
-20,351
-8% -$684K 0.01% 1510
2021
Q1 		$8.82M Buy
265,315
+3,748
+1% +$129K 0.01% 1451
2020
Q4 		$7.75M Buy
261,567
+10,780
+4% +$306K 0.01% 1368
2020
Q3 		$6.21M Sell
250,787
-11,083
-4% -$353K 0.01% 1352
2020
Q2 		$7.8M Sell
261,870
-12,626
-5% -$388K 0.01% 1199
2020
Q1 		$8.37M Sell
274,496
-11,353
-4% -$443K 0.01% 1015
2019
Q4 		$13.4M Buy
285,849
+273
+0.1% +$12.5K 0.01% 1085
2019
Q3 		$14.3M Sell
285,576
-4,979
-2% -$243K 0.01% 1004
2019
Q2 		$13.9M Sell
290,555
-1,853
-0.6% -$80.6K 0.01% 1037
2019
Q1 		$13.4M Buy
292,408
+138,487
+90% +$5.44M 0.01% 1044
2018
Q4 		$4.62M Sell
153,921
-9,670
-6% -$390K ﹤0.01% 1533
2018
Q3 		$8.55M Sell
163,591
-4,307
-3% -$225K 0.01% 1401
2018
Q2 		$8.63M Buy
167,898
+6,461
+4% +$301K 0.01% 1386
2018
Q1 		$7.23M Sell
161,437
-163
-0.1% -$7.97K 0.01% 1408
2017
Q4 		$7.71M Sell
161,600
-21,003
-12% -$938K 0.01% 1393
2017
Q3 		$8.06M Buy
182,603
+1,028
+0.6% +$44.7K 0.01% 1370
2017
Q2 		$8.86M Buy
181,575
+15,460
+9% +$798K 0.01% 1296
2017
Q1 		$9.06M Buy
166,115
+4,594
+3% +$274K 0.01% 1245
2016
Q4 		$9.7M Buy
161,521
+7,978
+5% +$444K 0.01% 1187
2016
Q3 		$8.56M Buy
153,543
+8,746
+6% +$488K 0.01% 1213
2016
Q2 		$8.46M Buy
144,797
+15,544
+12% +$940K 0.01% 1162
2016
Q1 		$7.83M Buy
129,253
+4,777
+4% +$266K 0.01% 1148
2015
Q4 		$7.37M Buy
124,476
+2,736
+2% +$170K 0.01% 1145
2015
Q3 		$7.09M Buy
121,740
+611
+0.5% +$38.9K 0.01% 1154
2015
Q2 		$9.12M Buy
121,129
+4,759
+4% +$358K 0.01% 1059
2015
Q1 		$7.96M Buy
116,370
+8,703
+8% +$627K 0.01% 1121
2014
Q4 		$8.26M Buy
107,667
+1,037
+1% +$86.5K 0.01% 1089
2014
Q3 		$9.53M Buy
106,630
+3,054
+3% +$304K 0.02% 937
2014
Q2 		$11.3M Buy
103,576
+800
+0.8% +$86K 0.02% 855
2014
Q1 		$11.5M Buy
102,776
+4,039
+4% +$418K 0.02% 822
2013
Q4 		$10.9M Buy
98,737
+8,629
+10% +$975K 0.02% 830
2013
Q3 		$10.3M Buy
90,108
+11,854
+15% +$1.21M 0.02% 793
2013
Q2 		$7.07M Buy
+78,254
New +$6.85M 0.02% 973

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group's INVX Position: Q1 2026 in Review

Principal Financial Group reduced its Innovex International (INVX) stake by 1.9% in Q1 2026, selling an estimated $112K and leaving 231,404 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Principal Financial Group first reported a position in INVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.3M in Q3 2019. 208 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • Principal Financial Group held 231,404 shares of Innovex International worth $5.64M as of Q1 2026.
  • Principal Financial Group sold 4,451 Innovex International shares in Q1 2026, an estimated $112K.
  • Innovex International made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1593 holding.
  • Principal Financial Group first reported a position in Innovex International in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Innovex International position peaked at $14.3M in Q3 2019.
  • 208 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.