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MSH Capital Advisors’s INNOVATE Corp VATE Stock Holding History

MSH Capital Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,943
Closed -$82.9K – 279
2025
Q3 		$82.9K Hold
16,943
– – 0.02% 242
2025
Q2 		$87.3K Hold
16,943
– – 0.03% 241
2025
Q1 		$133K Buy
16,943
+2,088
+14% +$18.9K 0.04% 230
2024
Q4 		$73.4K Hold
14,855
– – 0.02% 226
2024
Q3 		$55K Buy
14,855
+1
+0% +$5 0.02% 227
2024
Q2 		$89.8K Hold
14,854
– – 0.03% 221
2024
Q1 		$104K Buy
14,854
+3,654
+33% +$32.2K 0.04% 213
2023
Q4 		$138K Hold
11,200
– – 0.05% 209
2023
Q3 		$181K Hold
11,200
– – 0.07% 209
2023
Q2 		$196K Hold
11,200
– – 0.07% 210
2023
Q1 		$333K Buy
11,200
+3,654
+48% +$107K 0.14% 149
2022
Q4 		$141K Hold
7,546
– – 0.06% 192
2022
Q3 		$52.8K Hold
7,546
– – 0.03% 188
2022
Q2 		$131K Hold
7,546
– – 0.06% 189
2022
Q1 		$278K Buy
+7,546
New +$280K 0.11% 163

Other funds holding VATE

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSH Capital Advisors's VATE Position: Q4 2025 in Review

MSH Capital Advisors sold out of INNOVATE Corp (VATE) in Q4 2025, closing a stake of 16,943 shares — an estimated $82.9K sold.

MSH Capital Advisors first reported a position in VATE in Q1 2022 and held it in 15 quarters. The position peaked at $333K in Q1 2023. 28 funds tracked by Wall St. Rank hold VATE as of Q4 2025.

  • MSH Capital Advisors reported no remaining INNOVATE Corp position as of Q4 2025 after selling out during the quarter.
  • MSH Capital Advisors sold 16,943 INNOVATE Corp shares in Q4 2025, an estimated $82.9K.
  • MSH Capital Advisors first reported a position in INNOVATE Corp in Q1 2022 and held it in 15 quarters.
  • MSH Capital Advisors's INNOVATE Corp position peaked at $333K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held INNOVATE Corp as of Q4 2025.

Based on MSH Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.