ARS Investment Partners’s INNOVATE Corp VATE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Hold
61,246
0.05% 100
2026
Q1
$348K Sell
61,246
-41,196
-40% -$209K 0.02% 142
2025
Q4
$463K Buy
102,442
+56,276
+122% +$279K 0.03% 124
2025
Q3
$226K Sell
46,166
-9,041
-16% -$47K 0.01% 183
2025
Q2
$284K Sell
55,207
-29,963
-35% -$179K 0.02% 148
2025
Q1
$421K Hold
85,170
0.04% 121
2024
Q4
$421K Buy
85,170
+23,500
+38% +$123K 0.04% 121
2024
Q3
$228K Sell
61,670
-124,911
-67% -$617K 0.02% 148
2024
Q2
$1.13M Sell
186,581
-223
-0.1% -$1.48K 0.11% 75
2024
Q1
$1.31M Buy
186,804
+9,427
+5% +$83.2K 0.13% 71
2023
Q4
$2.18M Sell
177,377
-6,690
-4% -$81.9K 0.24% 55
2023
Q3
$2.98M Sell
184,067
-4,012
-2% -$66.9K 0.37% 50
2023
Q2
$3.29M Buy
188,079
+7,926
+4% +$170K 0.38% 50
2023
Q1
$5.35M Sell
180,153
-21,163
-11% -$618K 0.64% 42
2022
Q4
$3.76M Buy
201,316
+83,599
+71% +$881K 0.5% 48
2022
Q3
$824K Buy
117,717
+7,420
+7% +$113K 0.11% 83
2022
Q2
$1.91M Sell
110,297
-2,126
-2% -$58.2K 0.26% 55
2022
Q1
$4.15M Hold
112,423
0.4% 51
2021
Q4
$4.16M Buy
112,423
+29,787
+36% +$1.18M 0.38% 54
2021
Q3
$3.39M Buy
82,636
+55,100
+200% +$2.06M 0.34% 55
2021
Q2
$1.1M Buy
27,536
+13,560
+97% +$548K 0.11% 77
2021
Q1
$551K Buy
+13,976
New +$519K 0.06% 92

ARS Investment Partners's VATE Position: Q2 2026 in Review

ARS Investment Partners held its INNOVATE Corp (VATE) position steady in Q2 2026 at 61,246 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #100.

ARS Investment Partners first reported a position in VATE in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.35M in Q1 2023. 1 fund tracked by Wall St. Rank holds VATE as of Q2 2026.

  • ARS Investment Partners held 61,246 shares of INNOVATE Corp worth $1.14M as of Q2 2026.
  • ARS Investment Partners left its INNOVATE Corp share count unchanged in Q2 2026.
  • INNOVATE Corp made up 0.05% of ARS Investment Partners's portfolio in Q2 2026, its #100 holding.
  • ARS Investment Partners first reported a position in INNOVATE Corp in Q1 2021 and has held it in 22 quarters since.
  • ARS Investment Partners's INNOVATE Corp position peaked at $5.35M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held INNOVATE Corp as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.