Root Financial Partners’s Innoviva INVA Stock Holding History

Root Financial Partners’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	–	Sell	-305	Closed	-$7.11K	–	1775
2026 Q1	$7.11K	Buy	+305	New	+$6.57K	﹤0.01%	1811

Other funds holding INVA

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Root Financial Partners's INVA Position: Q2 2026 in Review

Root Financial Partners sold out of Innoviva (INVA) in Q2 2026, closing a stake of 305 shares — an estimated $7.11K sold.

Root Financial Partners first reported a position in INVA in Q1 2026 and held it in 1 quarter. The position peaked at $7.11K in Q1 2026. 309 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

Root Financial Partners reported no remaining Innoviva position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 305 Innoviva shares in Q2 2026, an estimated $7.11K.
Root Financial Partners first reported a position in Innoviva in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Innoviva position peaked at $7.11K in Q1 2026.
309 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.