UBS Group
INVX

UBS Group’s Innovex International INVX Stock Holding History

UBS Group’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
2016
Q2 		– Sell
-125,000
Closed -$7.57M – 8022
2016
Q1 		$7.57M Hold
125,000
– – 0.01% 1520
2015
Q4 		$7.4M Buy
+125,000
New +$7.75M ﹤0.01% 1646

Other funds holding INVX

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

UBS Group's INVX Position: Q2 2026 in Review

UBS Group reduced its Innovex International (INVX) stake by 33% in Q2 2026, selling an estimated $3.15M and leaving 232,883 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #4017.

UBS Group first reported a position in INVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.51M in Q1 2026. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • UBS Group held 232,883 shares of Innovex International worth $5.78M as of Q2 2026.
  • UBS Group sold 115,914 Innovex International shares in Q2 2026, an estimated $3.15M.
  • Innovex International made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4017 holding.
  • UBS Group first reported a position in Innovex International in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Innovex International position peaked at $8.51M in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.