SS
INVX

Sunbelt Securities’s Innovex International INVX Stock Holding History

Sunbelt Securities’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
Q1 		$146 Hold
6
– – ﹤0.01% 2571
2025
Q4 		$131 Hold
6
– – ﹤0.01% 2498
2025
Q3 		$111 Buy
+6
New +$100 ﹤0.01% 2499

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunbelt Securities's INVX Position: Q1 2026 in Review

Sunbelt Securities held its Innovex International (INVX) position steady in Q1 2026 at 6 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Sunbelt Securities first reported a position in INVX in Q3 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • Sunbelt Securities held 6 shares of Innovex International worth $146 as of Q1 2026.
  • Sunbelt Securities left its Innovex International share count unchanged in Q1 2026.
  • Innovex International made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2571 holding.
  • Sunbelt Securities first reported a position in Innovex International in Q3 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.