IFP Advisors
INNV icon

IFP Advisors’s InnovAge Holding INNV Stock Holding History

IFP 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
Q3 		$35 Hold
4
– – ﹤0.01% 5092
2026
Q2 		$47 Hold
4
– – ﹤0.01% 5026
2026
Q1 		$32 Sell
4
-2
-33% -$15 ﹤0.01% 4882
2025
Q4 		$31 Buy
6
+1
+20% +$5 ﹤0.01% 4761
2025
Q3 		$26 Buy
+5
New +$20 ﹤0.01% 4735
2025
Q2 		– Sell
-7
Closed -$25 – 4843
2025
Q1 		$21 Hold
7
– – ﹤0.01% 4162
2024
Q4 		$28 Buy
+7
New +$36 ﹤0.01% 4398

Other funds holding INNV

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Rhenman & Partners Asset Management
Rhenman & Partners Asset Management Stockholm, Sweden $903M AUM 49.67% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

IFP Advisors's INNV Position: Q3 2026 in Review

IFP Advisors held its InnovAge Holding (INNV) position steady in Q3 2026 at 4 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #5092.

IFP Advisors first reported a position in INNV in Q4 2024 and has held it in 7 quarters since. The position peaked at $47 in Q2 2026. 64 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

  • IFP Advisors held 4 shares of InnovAge Holding worth $35 as of Q3 2026.
  • IFP Advisors left its InnovAge Holding share count unchanged in Q3 2026.
  • InnovAge Holding made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5092 holding.
  • IFP Advisors first reported a position in InnovAge Holding in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's InnovAge Holding position peaked at $47 in Q2 2026.
  • 64 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.