WBC
INVX

West Branch Capital’s Innovex International INVX Stock Holding History

West Branch Capital’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
Q3 		– Sell
-170
Closed -$2.66K – 489
2025
Q2 		$2.66K Hold
170
– – ﹤0.01% 363
2025
Q1 		$3.05K Hold
170
– – ﹤0.01% 379
2024
Q4 		$2.38K Hold
170
– – ﹤0.01% 376
2024
Q3 		$2.5K Hold
170
– – ﹤0.01% 368
2024
Q2 		$3.16K Hold
170
– – ﹤0.01% 358
2024
Q1 		$3.83K Hold
170
– – ﹤0.01% 350
2023
Q4 		$3.96K Hold
170
– – ﹤0.01% 352
2023
Q3 		$4.79K Hold
170
– – ﹤0.01% 344
2023
Q2 		$3.96K Hold
170
– – ﹤0.01% 364
2023
Q1 		$4.88K Hold
170
– – ﹤0.01% 358
2022
Q4 		$4.62K Hold
170
– – ﹤0.01% 353
2022
Q3 		$3K Hold
170
– – ﹤0.01% 391
2022
Q2 		$4K Hold
170
– – ﹤0.01% 360
2022
Q1 		$6K Hold
170
– – ﹤0.01% 347
2021
Q4 		$3K Hold
170
– – ﹤0.01% 411
2021
Q3 		$4K Hold
170
– – ﹤0.01% 377
2021
Q2 		$6K Buy
+170
New +$5.72K ﹤0.01% 366

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

West Branch Capital's INVX Position: Q3 2025 in Review

West Branch Capital sold out of Innovex International (INVX) in Q3 2025, closing a stake of 170 shares — an estimated $2.66K sold.

West Branch Capital first reported a position in INVX in Q2 2021 and held it in 17 quarters. The position peaked at $6K in Q1 2022. 174 funds tracked by Wall St. Rank hold INVX as of Q3 2025.

  • West Branch Capital reported no remaining Innovex International position as of Q3 2025 after selling out during the quarter.
  • West Branch Capital sold 170 Innovex International shares in Q3 2025, an estimated $2.66K.
  • West Branch Capital first reported a position in Innovex International in Q2 2021 and held it in 17 quarters.
  • West Branch Capital's Innovex International position peaked at $6K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Innovex International as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.