Steward Partners Investment Advisory’s Innoviva INVA Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-266	Closed	-$5.34K	–	4319
2025 Q2	$5.34K	Buy	+266	New	+$5.12K	﹤0.01%	3457
2022 Q3	–	Sell	-64	Closed	-$1K	–	3307
2022 Q2	$1K	Sell	64 -5,260	-99%	-$86.2K	﹤0.01%	3123
2022 Q1	$103K	Sell	5,324 -345	-6%	-$6.16K	﹤0.01%	1599
2021 Q4	$98K	Sell	5,669 -167	-3%	-$2.85K	﹤0.01%	1611
2021 Q3	$98K	Buy	5,836 +623	+12%	+$9.32K	﹤0.01%	1562
2021 Q2	$70K	Buy	+5,213	New	+$65.2K	﹤0.01%	2732

Other funds holding INVA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SCM

Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Steward Partners Investment Advisory's INVA Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Innoviva (INVA) in Q3 2025, closing a stake of 266 shares — an estimated $5.34K sold.

Steward Partners Investment Advisory first reported a position in INVA in Q2 2021 and held it in 6 quarters. The position peaked at $103K in Q1 2022. 264 funds tracked by Wall St. Rank hold INVA as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Innoviva position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 266 Innoviva shares in Q3 2025, an estimated $5.34K.
Steward Partners Investment Advisory first reported a position in Innoviva in Q2 2021 and held it in 6 quarters.
Steward Partners Investment Advisory's Innoviva position peaked at $103K in Q1 2022.
264 funds tracked by Wall St. Rank held Innoviva as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.