OWP
INV

ORG Wealth Partners’s Innventure Inc INV Stock Holding History

ORG Wealth Partners’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 		$123K Buy
+2
New +$12 0.02% 273

Other funds holding INV

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ORG Wealth Partners's INV Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in Innventure Inc (INV) in Q2 2026: 2 shares worth $123K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

23 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • ORG Wealth Partners held 2 shares of Innventure Inc worth $123K as of Q2 2026.
  • Innventure Inc was a new ORG Wealth Partners position in Q2 2026.
  • Innventure Inc made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • 23 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.