WANY
INVX

Wealthspire Advisors (New York)’s Innovex International INVX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-151
Closed -$2.8K – 3011
2025
Q3 		$2.8K Buy
+151
New +$2.51K ﹤0.01% 2506

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Innovex International (INVX) in Q4 2025, closing a stake of 151 shares — an estimated $2.8K sold.

Wealthspire Advisors (New York) first reported a position in INVX in Q3 2025 and held it in 1 quarter. The position peaked at $2.8K in Q3 2025. 190 funds tracked by Wall St. Rank hold INVX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Innovex International position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 151 Innovex International shares in Q4 2025, an estimated $2.8K.
  • Wealthspire Advisors (New York) first reported a position in Innovex International in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Innovex International position peaked at $2.8K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Innovex International as of Q4 2025.

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