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Twin Peaks Wealth Advisors’s Innoviva INVA Stock Holding History

Twin Peaks Wealth Advisors’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
2026
Q2 		– Sell
-185
Closed -$4.31K – 1184
2026
Q1 		$4.31K Buy
+185
New +$3.98K ﹤0.01% 1444
2025
Q3 		– Sell
-135
Closed -$2.71K – 1121
2025
Q2 		$2.71K Buy
+135
New +$2.6K ﹤0.01% 1533

Other funds holding INVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Twin Peaks Wealth Advisors's INVA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Innoviva (INVA) in Q2 2026, closing a stake of 185 shares — an estimated $4.31K sold.

Twin Peaks Wealth Advisors first reported a position in INVA in Q2 2025 and held it in 2 quarters. The position peaked at $4.31K in Q1 2026. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Innoviva position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 185 Innoviva shares in Q2 2026, an estimated $4.31K.
  • Twin Peaks Wealth Advisors first reported a position in Innoviva in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Innoviva position peaked at $4.31K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.