EverSource Wealth Advisors’s InnovAge Holding INNV Stock Holding History

EverSource Wealth Advisors’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 Q2	$1.35K	Buy	114 +11	+11%	+$90	﹤0.01%	3867
2026 Q1	$825	Buy	103 +18	+21%	+$134	﹤0.01%	3917
2025 Q4	$441	Buy	85 +4	+5%	+$21	﹤0.01%	3897
2025 Q3	$418	Buy	81 +43	+113%	+$174	﹤0.01%	3994
2025 Q2	$140	Buy	38 +26	+217%	+$91	﹤0.01%	4092
2025 Q1	$36	Buy	+12	New	+$41	﹤0.01%	3927

Other funds holding INNV

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CAM

Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return

EverSource Wealth Advisors's INNV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its InnovAge Holding (INNV) stake by 11% in Q2 2026, buying an estimated $90 and bringing the position to 114 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3867.

EverSource Wealth Advisors first reported a position in INNV in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

EverSource Wealth Advisors held 114 shares of InnovAge Holding worth $1.35K as of Q2 2026.
EverSource Wealth Advisors bought 11 InnovAge Holding shares in Q2 2026, an estimated $90.
InnovAge Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3867 holding.
EverSource Wealth Advisors first reported a position in InnovAge Holding in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.