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Wealthspire Advisors (New York)’s Innoviva INVA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-525
Closed -$9.58K – 1939
2025
Q3 		$9.58K Buy
+525
New +$10.2K ﹤0.01% 2042

Other funds holding INVA

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s INVA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Innoviva (INVA) in Q4 2025, closing a stake of 525 shares — an estimated $9.58K sold.

Wealthspire Advisors (New York) first reported a position in INVA in Q3 2025 and held it in 1 quarter. The position peaked at $9.58K in Q3 2025. 280 funds tracked by Wall St. Rank hold INVA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Innoviva position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 525 Innoviva shares in Q4 2025, an estimated $9.58K.
  • Wealthspire Advisors (New York) first reported a position in Innoviva in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Innoviva position peaked at $9.58K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Innoviva as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.