Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Innovex International INVX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q2 		$3.61M Buy
145,496
+39,528
+37% +$1.07M 0.01% 1059
2026
Q1 		$2.58M Buy
+105,968
New +$2.66M ﹤0.01% 1155

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's INVX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Innovex International (INVX) stake by 37% in Q2 2026, buying an estimated $1.07M and bringing the position to 145,496 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #1059.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in INVX in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 145,496 shares of Innovex International worth $3.61M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 39,528 Innovex International shares in Q2 2026, an estimated $1.07M.
  • Innovex International made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1059 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Innovex International in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.