FP
INV

Fiduciary Planning’s Innventure Inc INV Stock Holding History

Fiduciary Planning’s Portfolio INV Stock Details INV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Buy
+22,000
New +$129K 0.03% 80

Other funds holding INV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Fiduciary Planning's INV Position: Q2 2026 in Review

Fiduciary Planning opened a new position in Innventure Inc (INV) in Q2 2026: 22,000 shares worth $112K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

130 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • Fiduciary Planning held 22,000 shares of Innventure Inc worth $112K as of Q2 2026.
  • Innventure Inc was a new Fiduciary Planning position in Q2 2026.
  • Innventure Inc made up 0.03% of Fiduciary Planning's portfolio in Q2 2026, its #80 holding.
  • 130 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.