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
Q1 		$902 Buy
+37
New +$929 ﹤0.01% 2647

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Innovex International (INVX) in Q1 2026: 37 shares worth $902. The stake represents ﹤0.01% of the portfolio and ranks #2647 among its holdings.

209 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • Root Financial Partners held 37 shares of Innovex International worth $902 as of Q1 2026.
  • Innovex International was a new Root Financial Partners position in Q1 2026.
  • Innovex International made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2647 holding.
  • 209 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

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