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

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's INVX Position: Q1 2026 in Review

UBS Group increased its Innovex International (INVX) stake by 245% in Q1 2026, buying an estimated $6.22M and bringing the position to 348,797 shares worth $8.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

UBS Group first reported a position in INVX in Q4 2014 and has held it in 46 quarters since. 209 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • UBS Group held 348,797 shares of Innovex International worth $8.51M as of Q1 2026.
  • UBS Group bought 247,835 Innovex International shares in Q1 2026, an estimated $6.22M.
  • Innovex International made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3527 holding.
  • UBS Group first reported a position in Innovex International in Q4 2014 and has held it in 46 quarters since.
  • 209 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.