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Hillsdale Investment Management’s InnovAge Holding INNV Stock Holding History

Hillsdale Investment Management’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 		– Sell
-529,984
Closed -$4.25M – 709
2026
Q1 		$4.25M Buy
+529,984
New +$3.96M 0.12% 226

Other funds holding INNV

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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Hillsdale Investment Management's INNV Position: Q2 2026 in Review

Hillsdale Investment Management sold out of InnovAge Holding (INNV) in Q2 2026, closing a stake of 529,984 shares — an estimated $4.25M sold.

Hillsdale Investment Management first reported a position in INNV in Q1 2026 and held it in 1 quarter. The position peaked at $4.25M in Q1 2026. 106 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Hillsdale Investment Management reported no remaining InnovAge Holding position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 529,984 InnovAge Holding shares in Q2 2026, an estimated $4.25M.
  • Hillsdale Investment Management first reported a position in InnovAge Holding in Q1 2026 and held it in 1 quarter.
  • Hillsdale Investment Management's InnovAge Holding position peaked at $4.25M in Q1 2026.
  • 106 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.