Edgestream Partners’s InnovAge Holding INNV Stock Holding History

Edgestream Partners’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 Q3	$407K	Buy	+46,279	New	+$505K	0.01%	803

Other funds holding INNV

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Edgestream Partners's INNV Position: Q3 2026 in Review

Edgestream Partners opened a new position in InnovAge Holding (INNV) in Q3 2026: 46,279 shares worth $407K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings.

41 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

Edgestream Partners held 46,279 shares of InnovAge Holding worth $407K as of Q3 2026.
InnovAge Holding was a new Edgestream Partners position in Q3 2026.
InnovAge Holding made up 0.01% of Edgestream Partners's portfolio in Q3 2026, its #803 holding.
41 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.