SVB Wealth’s Innoviva INVA Stock Holding History

SVB Wealth’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 Q2	–	Sell	-42	Closed	-$761	–	1040
2025 Q1	$761	Buy	+42	New	+$753	﹤0.01%	1365
2021 Q4	–	Sell	-15,260	Closed	-$255K	–	883
2021 Q3	$255K	Buy	+15,260	New	+$228K	﹤0.01%	838

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SVB Wealth's INVA Position: Q2 2025 in Review

SVB Wealth sold out of Innoviva (INVA) in Q2 2025, closing a stake of 42 shares — an estimated $761 sold.

SVB Wealth first reported a position in INVA in Q3 2021 and held it in 2 quarters. The position peaked at $255K in Q3 2021. 266 funds tracked by Wall St. Rank hold INVA as of Q2 2025.

SVB Wealth reported no remaining Innoviva position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 42 Innoviva shares in Q2 2025, an estimated $761.
SVB Wealth first reported a position in Innoviva in Q3 2021 and held it in 2 quarters.
SVB Wealth's Innoviva position peaked at $255K in Q3 2021.
266 funds tracked by Wall St. Rank held Innoviva as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.