Carson Wealth (CWM LLC)
INNV icon

Carson Wealth (CWM LLC)’s InnovAge Holding INNV Stock Holding History

Carson Wealth (CWM LLC)’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 		$21.6K Buy
2,690
+718
+36% +$5.36K ﹤0.01% 4363
2025
Q4 		$10K Buy
1,972
+133
+7% +$699 ﹤0.01% 4546
2025
Q3 		$9K Buy
1,839
+410
+29% +$1.66K ﹤0.01% 4527
2025
Q2 		$5K Buy
1,429
+870
+156% +$3.05K ﹤0.01% 4617
2025
Q1 		$2K Buy
559
+255
+84% +$880 ﹤0.01% 4768
2024
Q4 		$1K Buy
304
+105
+53% +$544 ﹤0.01% 4724
2024
Q3 		$1K Buy
199
+97
+95% +$577 ﹤0.01% 4604
2024
Q2 		$1K Buy
102
+93
+1,033% +$404 ﹤0.01% 4399
2024
Q1 		$0 Buy
+9
New +$47 ﹤0.01% 4512

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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 $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INNV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its InnovAge Holding (INNV) stake by 36% in Q1 2026, buying an estimated $5.36K and bringing the position to 2,690 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4363.

Carson Wealth (CWM LLC) first reported a position in INNV in Q1 2024 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,690 shares of InnovAge Holding worth $21.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 718 InnovAge Holding shares in Q1 2026, an estimated $5.36K.
  • InnovAge Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4363 holding.
  • Carson Wealth (CWM LLC) first reported a position in InnovAge Holding in Q1 2024 and has held it in 9 quarters since.
  • 103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.