Raymond James Financial
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Raymond James Financial’s InnovAge Holding INNV Stock Holding History

Raymond James Financial’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
Q1 		$145K Buy
+18,101
New +$135K ﹤0.01% 4953
2025
Q3 		– Sell
-810
Closed -$2.99K – 5814
2025
Q2 		$2.99K Buy
+810
New +$2.83K ﹤0.01% 6314

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Raymond James Financial's INNV Position: Q1 2026 in Review

Raymond James Financial opened a new position in InnovAge Holding (INNV) in Q1 2026: 18,101 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #4953 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in INNV as recently as Q2 2025.

Raymond James Financial first reported a position in INNV in Q2 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

  • Raymond James Financial held 18,101 shares of InnovAge Holding worth $145K as of Q1 2026.
  • InnovAge Holding was a new Raymond James Financial position in Q1 2026.
  • InnovAge Holding made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4953 holding.
  • Raymond James Financial first reported a position in InnovAge Holding in Q2 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.