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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
Q2 		$5.06K Buy
427
+393
+1,156% +$3.22K ﹤0.01% 4588
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

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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arax Advisory Partners's INNV Position: Q2 2026 in Review

Arax Advisory Partners increased its InnovAge Holding (INNV) stake by 1,156% in Q2 2026, buying an estimated $3.22K and bringing the position to 427 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4588.

Arax Advisory Partners first reported a position in INNV in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Arax Advisory Partners held 427 shares of InnovAge Holding worth $5.06K as of Q2 2026.
  • Arax Advisory Partners bought 393 InnovAge Holding shares in Q2 2026, an estimated $3.22K.
  • InnovAge Holding made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4588 holding.
  • Arax Advisory Partners first reported a position in InnovAge Holding in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.