Essential Partners
INNV icon

Essential Partners’s InnovAge Holding INNV Stock Holding History

Essential 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 		$1.21K Buy
138
+30
+28% +$327 ﹤0.01% 2110
2026
Q2 		$1.28K Sell
108
-35
-24% -$287 ﹤0.01% 2136
2026
Q1 		$1.15K Buy
143
+1
+0.7% +$7 ﹤0.01% 2195
2025
Q4 		$737 Hold
142
– – ﹤0.01% 2130
2025
Q3 		$733 Buy
142
+95
+202% +$384 ﹤0.01% 2106
2025
Q2 		$173 Buy
+47
New +$165 ﹤0.01% 1980

Other funds holding INNV

Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vista Finance
Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

Essential Partners's INNV Position: Q3 2026 in Review

Essential Partners increased its InnovAge Holding (INNV) stake by 28% in Q3 2026, buying an estimated $327 and bringing the position to 138 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Essential Partners first reported a position in INNV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.28K in Q2 2026. 16 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

  • Essential Partners held 138 shares of InnovAge Holding worth $1.21K as of Q3 2026.
  • Essential Partners bought 30 InnovAge Holding shares in Q3 2026, an estimated $327.
  • InnovAge Holding made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2110 holding.
  • Essential Partners first reported a position in InnovAge Holding in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's InnovAge Holding position peaked at $1.28K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.