Amalgamated Bank’s InnovAge Holding INNV Stock Holding History

Amalgamated Bank’s Portfolio INNV Stock Details INNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-636	Closed	-$3K	–	2211
2025 Q4	$3K	Buy	636 +5	+0.8%	+$26	﹤0.01%	2860
2025 Q3	$3K	Hold	631	–	–	﹤0.01%	2895
2025 Q2	$2K	Hold	631	–	–	﹤0.01%	2964
2025 Q1	$2K	Hold	631	–	–	﹤0.01%	2845
2024 Q4	$2K	Hold	631	–	–	﹤0.01%	2906
2024 Q3	$4K	Hold	631	–	–	﹤0.01%	2819
2024 Q2	$3K	Hold	631	–	–	﹤0.01%	2917
2024 Q1	$3K	Sell	631 -2,040	-76%	-$10.7K	﹤0.01%	2824
2023 Q4	$16K	Sell	2,671 -188	-7%	-$1.07K	﹤0.01%	2745
2023 Q3	$17K	Hold	2,859	–	–	﹤0.01%	2729
2023 Q2	$21K	Buy	2,859 +788	+38%	+$5.41K	﹤0.01%	2712
2023 Q1	$17K	Sell	2,071 -386	-16%	-$2.8K	﹤0.01%	2700
2022 Q4	$18K	Hold	2,457	–	–	﹤0.01%	2776
2022 Q3	$14K	Buy	2,457 +6	+0.2%	+$27	﹤0.01%	2890
2022 Q2	$11K	Sell	2,451 -534	-18%	-$2.79K	﹤0.01%	2977
2022 Q1	$19K	Buy	+2,985	New	+$15.1K	﹤0.01%	2818

Other funds holding INNV

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Amalgamated Bank's INNV Position: Q1 2026 in Review

Amalgamated Bank sold out of InnovAge Holding (INNV) in Q1 2026, closing a stake of 636 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in INNV in Q1 2022 and held it in 16 quarters. The position peaked at $21K in Q2 2023. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

Amalgamated Bank reported no remaining InnovAge Holding position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 636 InnovAge Holding shares in Q1 2026, an estimated $3K.
Amalgamated Bank first reported a position in InnovAge Holding in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's InnovAge Holding position peaked at $21K in Q2 2023.
103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.