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Farther Finance Advisors’s InnovAge Holding INNV Stock Holding History

Farther Finance 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 		$142 Buy
12
+2
+20% +$16 ﹤0.01% 5759
2026
Q1 		$80 Buy
10
+2
+25% +$15 ﹤0.01% 5537
2025
Q4 		$42 Buy
+8
New +$42 ﹤0.01% 5364

Other funds holding INNV

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's INNV Position: Q2 2026 in Review

Farther Finance Advisors increased its InnovAge Holding (INNV) stake by 20% in Q2 2026, buying an estimated $16 and bringing the position to 12 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #5759.

Farther Finance Advisors first reported a position in INNV in Q4 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Farther Finance Advisors held 12 shares of InnovAge Holding worth $142 as of Q2 2026.
  • Farther Finance Advisors bought 2 InnovAge Holding shares in Q2 2026, an estimated $16.
  • InnovAge Holding made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5759 holding.
  • Farther Finance Advisors first reported a position in InnovAge Holding in Q4 2025 and has held it in 3 quarters since.
  • 3 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.