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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
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

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BlackRock
BlackRock New York $5.7T 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $19.9B AUM 30.42% 1-Year Est. Return