SAG
INVA icon

SageView Advisory Group’s Innoviva INVA Stock Holding History

SageView Advisory Group’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 		– Sell
-566
Closed -$11.3K – 1469
2025
Q4 		$11.3K Buy
+566
New +$11.1K ﹤0.01% 1669
2024
Q2 		– Sell
-102,012
Closed -$3.18M – 621
2024
Q1 		$3.18M Buy
+102,012
New +$1.6M 0.16% 78

Other funds holding INVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's INVA Position: Q1 2026 in Review

SageView Advisory Group sold out of Innoviva (INVA) in Q1 2026, closing a stake of 566 shares — an estimated $11.3K sold.

SageView Advisory Group first reported a position in INVA in Q1 2024 and held it in 2 quarters. The position peaked at $3.18M in Q1 2024. 286 funds tracked by Wall St. Rank hold INVA as of Q1 2026.

  • SageView Advisory Group reported no remaining Innoviva position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 566 Innoviva shares in Q1 2026, an estimated $11.3K.
  • SageView Advisory Group first reported a position in Innoviva in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Innoviva position peaked at $3.18M in Q1 2024.
  • 286 funds tracked by Wall St. Rank held Innoviva as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.