Root Financial Partners
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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
Q3 		$10.1K Buy
+474
New +$10.1K ﹤0.01% 1908
2026
Q2 		– Sell
-305
Closed -$7.11K – 1775
2026
Q1 		$7.11K Buy
+305
New +$6.57K ﹤0.01% 1811

Other funds holding INVA

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's INVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Innoviva (INVA) in Q3 2026: 474 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1908 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INVA as recently as Q1 2026.

Root Financial Partners first reported a position in INVA in Q1 2026 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold INVA as of Q3 2026.

  • Root Financial Partners held 474 shares of Innoviva worth $10.1K as of Q3 2026.
  • Innoviva was a new Root Financial Partners position in Q3 2026.
  • Innoviva made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1908 holding.
  • Root Financial Partners first reported a position in Innoviva in Q1 2026 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Innoviva as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.