RSWM
INVX

Robertson Stephens Wealth Management’s Innovex International INVX Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q3 		– Sell
-53,313
Closed -$833K – 580
2025
Q2 		$833K Sell
53,313
-5,880
-10% -$90.4K 0.03% 290
2025
Q1 		$1.06M Buy
+59,193
New +$1.01M 0.04% 260

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Robertson Stephens Wealth Management's INVX Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Innovex International (INVX) in Q3 2025, closing a stake of 53,313 shares — an estimated $833K sold.

Robertson Stephens Wealth Management first reported a position in INVX in Q1 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2025. 174 funds tracked by Wall St. Rank hold INVX as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Innovex International position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 53,313 Innovex International shares in Q3 2025, an estimated $833K.
  • Robertson Stephens Wealth Management first reported a position in Innovex International in Q1 2025 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Innovex International position peaked at $1.06M in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Innovex International as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.