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Darwin Wealth Management’s INNOVATE Corp VATE Stock Holding History

Darwin Wealth Management’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$9 – 691
2025
Q3 		$9 Hold
2
– – ﹤0.01% 602
2025
Q2 		$10 Hold
2
– – ﹤0.01% 601
2025
Q1 		$9 Hold
2
– – ﹤0.01% 635
2024
Q4 		$9 Hold
2
– – ﹤0.01% 635
2024
Q3 		$7 Buy
+2
New +$10 ﹤0.01% 647

Other funds holding VATE

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JFG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Darwin Wealth Management's VATE Position: Q4 2025 in Review

Darwin Wealth Management sold out of INNOVATE Corp (VATE) in Q4 2025, closing a stake of 2 shares — an estimated $9 sold.

Darwin Wealth Management first reported a position in VATE in Q3 2024 and held it in 5 quarters. The position peaked at $10 in Q2 2025. 28 funds tracked by Wall St. Rank hold VATE as of Q4 2025.

  • Darwin Wealth Management reported no remaining INNOVATE Corp position as of Q4 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 2 INNOVATE Corp shares in Q4 2025, an estimated $9.
  • Darwin Wealth Management first reported a position in INNOVATE Corp in Q3 2024 and held it in 5 quarters.
  • Darwin Wealth Management's INNOVATE Corp position peaked at $10 in Q2 2025.
  • 28 funds tracked by Wall St. Rank held INNOVATE Corp as of Q4 2025.

Based on Darwin Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.