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Ritholtz Wealth Management’s InnovAge Holding INNV Stock Holding History

Ritholtz Wealth Management’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
Q2 		$2.89M Sell
243,633
-4,439
-2% -$36.3K 0.04% 319
2026
Q1 		$1.99M Buy
248,072
+83,006
+50% +$620K 0.03% 374
2025
Q4 		$857K Buy
+165,066
New +$867K 0.02% 568

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ritholtz Wealth Management's INNV Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its InnovAge Holding (INNV) stake by 1.8% in Q2 2026, selling an estimated $36.3K and leaving 243,633 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #319.

Ritholtz Wealth Management first reported a position in INNV in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Ritholtz Wealth Management held 243,633 shares of InnovAge Holding worth $2.89M as of Q2 2026.
  • Ritholtz Wealth Management sold 4,439 InnovAge Holding shares in Q2 2026, an estimated $36.3K.
  • InnovAge Holding made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Ritholtz Wealth Management first reported a position in InnovAge Holding in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.