UB
INVX

UMB Bank’s Innovex International INVX Stock Holding History

UMB Bank’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
2026
Q1 		$5.68K Buy
233
+7
+3% +$176 ﹤0.01% 2014
2025
Q4 		$4.94K Buy
226
+5
+2% +$104 ﹤0.01% 2020
2025
Q3 		$4.1K Buy
221
+14
+7% +$233 ﹤0.01% 1923
2025
Q2 		$3.23K Buy
207
+132
+176% +$2.03K ﹤0.01% 1925
2025
Q1 		$1.35K Buy
+75
New +$1.27K ﹤0.01% 2015
2024
Q3 		– Sell
-41
Closed -$763 – 2204
2024
Q2 		$763 Buy
41
+29
+242% +$563 ﹤0.01% 2034
2024
Q1 		$270 Buy
+12
New +$262 ﹤0.01% 2108

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

UMB Bank's INVX Position: Q1 2026 in Review

UMB Bank increased its Innovex International (INVX) stake by 3.1% in Q1 2026, buying an estimated $176 and bringing the position to 233 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

UMB Bank first reported a position in INVX in Q1 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • UMB Bank held 233 shares of Innovex International worth $5.68K as of Q1 2026.
  • UMB Bank bought 7 Innovex International shares in Q1 2026, an estimated $176.
  • Innovex International made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #2014 holding.
  • UMB Bank first reported a position in Innovex International in Q1 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.