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Root Financial Partners’s InnovAge Holding INNV Stock Holding History

Root Financial Partners’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 		– Sell
-11
Closed -$88 – 1764
2026
Q1 		$88 Buy
+11
New +$82 ﹤0.01% 3302

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Root Financial Partners's INNV Position: Q2 2026 in Review

Root Financial Partners sold out of InnovAge Holding (INNV) in Q2 2026, closing a stake of 11 shares — an estimated $88 sold.

Root Financial Partners first reported a position in INNV in Q1 2026 and held it in 1 quarter. The position peaked at $88 in Q1 2026. 106 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Root Financial Partners reported no remaining InnovAge Holding position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 InnovAge Holding shares in Q2 2026, an estimated $88.
  • Root Financial Partners first reported a position in InnovAge Holding in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's InnovAge Holding position peaked at $88 in Q1 2026.
  • 106 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.