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NewEdge Advisors’s INNOVATE Corp VATE Stock Holding History

NewEdge 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
2026
Q2 		$6.03K Buy
+323
New +$4.39K ﹤0.01% 3668

Other funds holding VATE

WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's VATE Position: Q2 2026 in Review

NewEdge Advisors opened a new position in INNOVATE Corp (VATE) in Q2 2026: 323 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #3668 among its holdings.

49 funds tracked by Wall St. Rank hold VATE as of Q2 2026.

  • NewEdge Advisors held 323 shares of INNOVATE Corp worth $6.03K as of Q2 2026.
  • INNOVATE Corp was a new NewEdge Advisors position in Q2 2026.
  • INNOVATE Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3668 holding.
  • 49 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.