Costello Asset Management’s InnovAge Holding INNV Stock Holding History

Costello Asset 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 Q1	$12.4K	Buy	+1,550	New	+$11.6K	﹤0.01%	451

Other funds holding INNV

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Costello Asset Management's INNV Position: Q1 2026 in Review

Costello Asset Management opened a new position in InnovAge Holding (INNV) in Q1 2026: 1,550 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings.

103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

Costello Asset Management held 1,550 shares of InnovAge Holding worth $12.4K as of Q1 2026.
InnovAge Holding was a new Costello Asset Management position in Q1 2026.
InnovAge Holding made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #451 holding.
103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.