Position in INVA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,609
+$371 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INVA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Medallion Wealth Advisors, LLC holds $132,263 across 12 Biotechnology names. INVA ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TECH |
BIO-TECHNE Corp
|
1,200 | $62,712 | |
| 2 | MRNA |
Moderna, Inc.
|
525 | $26,670 | |
| 3 | CHRS |
Coherus Oncology, Inc.
|
15,000 | $25,350 | |
| 4 | ARGX |
Argenx SE
|
10 | $7,302 | |
| 5 | CRSP |
CRISPR Therapeutics AG
|
88 | $4,185 | |
| 6 | INVA |
Innoviva, Inc.
This page
|
112 | $2,609 | |
| 7 | MNKD |
Mannkind Corp
|
750 | $1,837 | |
| 8 | NKTR |
Nektar Therapeutics
|
13 | $935 |
All Filings in INVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,609 | 112 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,238 | 112 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $2,044 | 112 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $2,250 | 112 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $2,030 | 112 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1,943 | 112 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||