SageView Advisory Group’s Innovex International INVX Stock Holding History

SageView Advisory Group’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
2025 Q4	$252K	Sell	11,506 -5,494	-32%	-$115K	0.01%	528
2025 Q3	$315K	Sell	17,000 -45	-0.3%	-$749	0.01%	499
2025 Q2	$299K	Buy	17,045 +45	+0.3%	+$692	0.01%	490
2025 Q1	$305K	Sell	17,000 -500	-3%	-$8.49K	0.01%	465
2024 Q4	$244K	Hold	17,500	–	–	0.01%	513
2024 Q3	$257K	Buy	17,500 +1,500	+9%	+$24.1K	0.01%	438
2024 Q2	$298K	Buy	16,000 +1,000	+7%	+$19.4K	0.01%	434
2024 Q1	$338K	Hold	15,000	–	–	0.02%	388
2023 Q4	$317K	Buy	+15,000	New	+$352K	0.01%	494

Other funds holding INVX

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SageView Advisory Group's INVX Position: Q4 2025 in Review

SageView Advisory Group reduced its Innovex International (INVX) stake by 32% in Q4 2025, selling an estimated $115K and leaving 11,506 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #528.

SageView Advisory Group first reported a position in INVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $338K in Q1 2024. 190 funds tracked by Wall St. Rank hold INVX as of Q4 2025.

SageView Advisory Group held 11,506 shares of Innovex International worth $252K as of Q4 2025.
SageView Advisory Group sold 5,494 Innovex International shares in Q4 2025, an estimated $115K.
Innovex International made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #528 holding.
SageView Advisory Group first reported a position in Innovex International in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Innovex International position peaked at $338K in Q1 2024.
190 funds tracked by Wall St. Rank held Innovex International as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.