RFP
INVX

Root Financial Partners’s Innovex International INVX Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-37
Closed -$902 – 3355
2026
Q1 		$902 Buy
+37
New +$929 ﹤0.01% 2647

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Root Financial Partners sold out of Innovex International (INVX) in Q2 2026, closing a stake of 37 shares — an estimated $902 sold.

Root Financial Partners first reported a position in INVX in Q1 2026 and held it in 1 quarter. The position peaked at $902 in Q1 2026. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Root Financial Partners reported no remaining Innovex International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 37 Innovex International shares in Q2 2026, an estimated $902.
  • Root Financial Partners first reported a position in Innovex International in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Innovex International position peaked at $902 in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

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