Toth Financial Advisory’s Innoviva INVA Stock Holding History

Toth Financial 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 Q4	–	Sell	-3,425	Closed	-$62.5K	–	959
2025 Q3	$62.5K	Buy	+3,425	New	+$66.8K	0.01%	316
2019 Q3	–	Sell	-2,000	Closed	-$29K	–	491
2019 Q2	$29K	Sell	2,000 -3,000	-60%	-$42.5K	0.01%	249
2019 Q1	$70K	Sell	5,000 -71,800	-93%	-$1.16M	0.02%	193
2018 Q4	$1.34M	Sell	76,800 -235	-0.3%	-$3.82K	0.37%	68
2018 Q3	$1.17M	Sell	77,035 -825	-1%	-$11.9K	0.26%	85
2018 Q2	$1.07M	Hold	77,860	–	–	0.25%	87
2018 Q1	$1.3M	Buy	77,860 +30,000	+63%	+$463K	0.32%	78
2017 Q4	$679K	Sell	47,860 -20,535	-30%	-$274K	0.16%	103
2017 Q3	$966K	Buy	68,395 +26,450	+63%	+$350K	0.24%	94
2017 Q2	$537K	Buy	+41,945	New	+$526K	0.14%	110

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's INVA Position: Q4 2025 in Review

Toth Financial Advisory sold out of Innoviva (INVA) in Q4 2025, closing a stake of 3,425 shares — an estimated $62.5K sold.

Toth Financial Advisory first reported a position in INVA in Q2 2017 and held it in 10 quarters. The position peaked at $1.34M in Q4 2018. 280 funds tracked by Wall St. Rank hold INVA as of Q4 2025.

Toth Financial Advisory reported no remaining Innoviva position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 3,425 Innoviva shares in Q4 2025, an estimated $62.5K.
Toth Financial Advisory first reported a position in Innoviva in Q2 2017 and held it in 10 quarters.
Toth Financial Advisory's Innoviva position peaked at $1.34M in Q4 2018.
280 funds tracked by Wall St. Rank held Innoviva as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.