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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
Q1 		$7.11K Buy
+305
New +$6.57K ﹤0.01% 1811

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's INVA Position: Q1 2026 in Review

Root Financial Partners opened a new position in Innoviva (INVA) in Q1 2026: 305 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #1811 among its holdings.

286 funds tracked by Wall St. Rank hold INVA as of Q1 2026.

  • Root Financial Partners held 305 shares of Innoviva worth $7.11K as of Q1 2026.
  • Innoviva was a new Root Financial Partners position in Q1 2026.
  • Innoviva made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1811 holding.
  • 286 funds tracked by Wall St. Rank held Innoviva as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.