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Baron Wealth Management’s InnovAge Holding INNV Stock Holding History

Baron Wealth Management’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 		– Sell
-12,959
Closed -$104K – 316
2026
Q1 		$104K Buy
+12,959
New +$96.8K 0.03% 276

Other funds holding INNV

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Baron Wealth Management's INNV Position: Q2 2026 in Review

Baron Wealth Management sold out of InnovAge Holding (INNV) in Q2 2026, closing a stake of 12,959 shares — an estimated $104K sold.

Baron Wealth Management first reported a position in INNV in Q1 2026 and held it in 1 quarter. The position peaked at $104K in Q1 2026. 3 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Baron Wealth Management reported no remaining InnovAge Holding position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 12,959 InnovAge Holding shares in Q2 2026, an estimated $104K.
  • Baron Wealth Management first reported a position in InnovAge Holding in Q1 2026 and held it in 1 quarter.
  • Baron Wealth Management's InnovAge Holding position peaked at $104K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.