HighTower Advisors
INV

HighTower Advisors’s Innventure Inc INV Stock Holding History

HighTower Advisors’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 		$63.3K Sell
12,479
-11,642
-48% -$68.4K ﹤0.01% 3705
2026
Q1 		$94.3K Buy
24,121
+11,605
+93% +$41K ﹤0.01% 3645
2025
Q4 		$52.3K Sell
12,516
-12,216
-49% -$51.3K ﹤0.01% 3574
2025
Q3 		$143K Hold
24,732
– – ﹤0.01% 3464
2025
Q2 		$119K Buy
+24,732
New +$118K ﹤0.01% 3434

Other funds holding INV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $889M AUM 36.31% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

HighTower Advisors's INV Position: Q2 2026 in Review

HighTower Advisors reduced its Innventure Inc (INV) stake by 48% in Q2 2026, selling an estimated $68.4K and leaving 12,479 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

HighTower Advisors first reported a position in INV in Q2 2025 and has held it in 5 quarters since. The position peaked at $143K in Q3 2025. 45 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • HighTower Advisors held 12,479 shares of Innventure Inc worth $63.3K as of Q2 2026.
  • HighTower Advisors sold 11,642 Innventure Inc shares in Q2 2026, an estimated $68.4K.
  • Innventure Inc made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3705 holding.
  • HighTower Advisors first reported a position in Innventure Inc in Q2 2025 and has held it in 5 quarters since.
  • HighTower Advisors's Innventure Inc position peaked at $143K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.