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Spire Wealth Management’s Innoviva INVA Stock Holding History

Spire Wealth Management’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
2025
Q4 		– Sell
-46
Closed -$840 – 2405
2025
Q3 		$840 Hold
46
– – ﹤0.01% 2299
2025
Q2 		$924 Buy
+46
New +$885 ﹤0.01% 2293
2022
Q1 		– Sell
-617
Closed -$11K – 2690
2021
Q4 		$11K Buy
+617
New +$10.5K ﹤0.01% 2346

Other funds holding INVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Spire Wealth Management's INVA Position: Q4 2025 in Review

Spire Wealth Management sold out of Innoviva (INVA) in Q4 2025, closing a stake of 46 shares — an estimated $840 sold.

Spire Wealth Management first reported a position in INVA in Q4 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 280 funds tracked by Wall St. Rank hold INVA as of Q4 2025.

  • Spire Wealth Management reported no remaining Innoviva position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 46 Innoviva shares in Q4 2025, an estimated $840.
  • Spire Wealth Management first reported a position in Innoviva in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's Innoviva position peaked at $11K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Innoviva as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.