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Valued Wealth Advisors’s Innoviva INVA Stock Holding History

Valued 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 		$954 Sell
42
-63
-60% -$1.44K ﹤0.01% 781
2026
Q1 		$2.45K Buy
+105
New +$2.26K ﹤0.01% 528

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

Valued Wealth Advisors's INVA Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Innoviva (INVA) stake by 60% in Q2 2026, selling an estimated $1.44K and leaving 42 shares worth $954. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Valued Wealth Advisors first reported a position in INVA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.45K in Q1 2026. 308 funds tracked by Wall St. Rank hold INVA as of Q2 2026.

  • Valued Wealth Advisors held 42 shares of Innoviva worth $954 as of Q2 2026.
  • Valued Wealth Advisors sold 63 Innoviva shares in Q2 2026, an estimated $1.44K.
  • Innoviva made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #781 holding.
  • Valued Wealth Advisors first reported a position in Innoviva in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Innoviva position peaked at $2.45K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Innoviva as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.