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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
Q1 		$88 Buy
+11
New +$82 ﹤0.01% 3302

Other funds holding INNV

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Root Financial Partners's INNV Position: Q1 2026 in Review

Root Financial Partners opened a new position in InnovAge Holding (INNV) in Q1 2026: 11 shares worth $88. The stake represents ﹤0.01% of the portfolio and ranks #3302 among its holdings.

103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

  • Root Financial Partners held 11 shares of InnovAge Holding worth $88 as of Q1 2026.
  • InnovAge Holding was a new Root Financial Partners position in Q1 2026.
  • InnovAge Holding made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3302 holding.
  • 103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.