Schroder Investment Management Group
INVX

Schroder Investment Management Group’s Innovex International INVX Stock Holding History

Schroder Investment Management 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
Q2 		– Sell
-11,691
Closed -$209K – 1251
2025
Q1 		$209K Buy
+11,691
New +$199K ﹤0.01% 1156
2021
Q1 		– Sell
-8,545
Closed -$253K – 1623
2020
Q4 		$253K Buy
+8,545
New +$243K ﹤0.01% 1270
2019
Q1 		– Sell
-2,800
Closed -$84 – 1260
2018
Q4 		$84 Sell
2,800
-116,200
-98% -$4.69M ﹤0.01% 1145
2018
Q3 		$6.22M Sell
119,000
-52,100
-30% -$2.72M 0.01% 670
2018
Q2 		$8.79M Sell
171,100
-116,400
-40% -$5.42M 0.02% 623
2018
Q1 		$12.9M Buy
287,500
+7,600
+3% +$372K 0.02% 555
2017
Q4 		$13.4M Buy
+279,900
New +$12.5M 0.02% 587
2016
Q1 		– Sell
-1,900
Closed -$113K – 1238
2015
Q4 		$113K Buy
+1,900
New +$118K ﹤0.01% 1063
2015
Q3 		– Sell
-112,100
Closed -$8.43M – 1232
2015
Q2 		$8.43M Buy
+112,100
New +$8.43M 0.02% 669

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group's INVX Position: Q2 2025 in Review

Schroder Investment Management Group sold out of Innovex International (INVX) in Q2 2025, closing a stake of 11,691 shares — an estimated $209K sold.

Schroder Investment Management Group first reported a position in INVX in Q2 2015 and held it in 9 quarters. The position peaked at $13.4M in Q4 2017. 168 funds tracked by Wall St. Rank hold INVX as of Q2 2025.

  • Schroder Investment Management Group reported no remaining Innovex International position as of Q2 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 11,691 Innovex International shares in Q2 2025, an estimated $209K.
  • Schroder Investment Management Group first reported a position in Innovex International in Q2 2015 and held it in 9 quarters.
  • Schroder Investment Management Group's Innovex International position peaked at $13.4M in Q4 2017.
  • 168 funds tracked by Wall St. Rank held Innovex International as of Q2 2025.

Based on Schroder Investment Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.