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Arax Advisory Partners’s InnovAge Holding INNV Stock Holding History

Arax Advisory Partners’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 		$273 Buy
+34
New +$254 ﹤0.01% 3504
2025
Q4 		– Sell
-331
Closed -$1.71K – 4301
2025
Q3 		$1.71K Buy
+331
New +$1.34K ﹤0.01% 3150

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
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

Arax Advisory Partners's INNV Position: Q1 2026 in Review

Arax Advisory Partners opened a new position in InnovAge Holding (INNV) in Q1 2026: 34 shares worth $273. The stake represents ﹤0.01% of the portfolio and ranks #3504 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in INNV as recently as Q3 2025.

Arax Advisory Partners first reported a position in INNV in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.71K in Q3 2025. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

  • Arax Advisory Partners held 34 shares of InnovAge Holding worth $273 as of Q1 2026.
  • InnovAge Holding was a new Arax Advisory Partners position in Q1 2026.
  • InnovAge Holding made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3504 holding.
  • Arax Advisory Partners first reported a position in InnovAge Holding in Q3 2025 and has held it in 2 quarters since.
  • Arax Advisory Partners's InnovAge Holding position peaked at $1.71K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.