Position in INVA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,256,624
+$459,402 QoQ
Shares Held
99,367
+28.8% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
of 306 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in INVA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026NewEdge Wealth, LLC holds $28,019,722 across 22 Biotechnology names. INVA ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
11,305 | $5,615,532 | |
| 2 | BHVN |
Biohaven Ltd.
|
245,670 | $3,655,569 | |
| 3 | CORT |
Corcept Therapeutics Inc
|
34,890 | $3,033,685 | |
| 4 | EXEL |
Exelixis, Inc.
|
51,642 | $2,809,841 | |
| 5 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
9,094 | $2,737,566 | |
| 6 | INVA |
Innoviva, Inc.
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|
99,367 | $2,256,624 | |
| 7 | NVAX |
Novavax Inc
|
100,559 | $947,265 | |
| 8 | VKTX |
Viking Therapeutics, Inc.
|
22,562 | $880,143 |
All Filings in INVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,256,624 | 99,367 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,797,222 | 77,134 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,007,535 | 50,402 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $836,251 | 45,822 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $750,361 | 37,350 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $579,398 | 31,958 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $453,060 | 26,113 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||