RIL
INVX

Rothschild Investment LLC’s Innovex International INVX Stock Holding History

Rothschild Investment LLC’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 		$694 Sell
28
-65
-70% -$1.77K ﹤0.01% 3183
2026
Q1 		$2.27K Buy
93
+2
+2% +$50 ﹤0.01% 2496
2025
Q4 		$1.99K Buy
91
+16
+21% +$334 ﹤0.01% 2378
2025
Q3 		$1.39K Hold
75
– – ﹤0.01% 2442
2025
Q2 		$1.17K Sell
75
-10
-12% -$154 ﹤0.01% 2379
2025
Q1 		$1.53K Buy
85
+45
+113% +$764 ﹤0.01% 2070
2024
Q4 		$559 Sell
40
-45
-53% -$675 ﹤0.01% 2487
2024
Q3 		$1.25K Buy
+85
New +$1.36K ﹤0.01% 2006
2024
Q2 		– Sell
-5
Closed -$113 – 2851
2024
Q1 		$113 Buy
+5
New +$109 ﹤0.01% 2154

Other funds holding INVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rothschild Investment LLC's INVX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Innovex International (INVX) stake by 70% in Q2 2026, selling an estimated $1.77K and leaving 28 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Rothschild Investment LLC first reported a position in INVX in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.27K in Q1 2026. 78 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Rothschild Investment LLC held 28 shares of Innovex International worth $694 as of Q2 2026.
  • Rothschild Investment LLC sold 65 Innovex International shares in Q2 2026, an estimated $1.77K.
  • Innovex International made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3183 holding.
  • Rothschild Investment LLC first reported a position in Innovex International in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Innovex International position peaked at $2.27K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.