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
2026 Q2	$248K	Sell	10,000 -1,000	-9%	-$27.2K	0.01%	548
2026 Q1	$268K	Sell	11,000 -506	-4%	-$12.7K	0.01%	496
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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's INVX Position: Q2 2026 in Review

SageView Advisory Group reduced its Innovex International (INVX) stake by 9.1% in Q2 2026, selling an estimated $27.2K and leaving 10,000 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #548.

SageView Advisory Group first reported a position in INVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q1 2024. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

SageView Advisory Group held 10,000 shares of Innovex International worth $248K as of Q2 2026.
SageView Advisory Group sold 1,000 Innovex International shares in Q2 2026, an estimated $27.2K.
Innovex International made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #548 holding.
SageView Advisory Group first reported a position in Innovex International in Q4 2023 and has held it in 11 quarters since.
SageView Advisory Group's Innovex International position peaked at $338K in Q1 2024.
224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.