Root Financial Partners
INNV icon

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
Q3 		$211 Buy
+24
New +$262 ﹤0.01% 3490
2026
Q2 		– Sell
-11
Closed -$88 – 1764
2026
Q1 		$88 Buy
+11
New +$82 ﹤0.01% 3302

Other funds holding INNV

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's INNV Position: Q3 2026 in Review

Root Financial Partners opened a new position in InnovAge Holding (INNV) in Q3 2026: 24 shares worth $211. The stake represents ﹤0.01% of the portfolio and ranks #3490 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INNV as recently as Q1 2026.

Root Financial Partners first reported a position in INNV in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

  • Root Financial Partners held 24 shares of InnovAge Holding worth $211 as of Q3 2026.
  • InnovAge Holding was a new Root Financial Partners position in Q3 2026.
  • InnovAge Holding made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3490 holding.
  • Root Financial Partners first reported a position in InnovAge Holding in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.