SBI Securities’s InnovAge Holding INNV Stock Holding History

SBI Securities’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	–	Sell	-17	Closed	-$201	–	4172
2026 Q2	$201	Buy	+17	New	+$139	﹤0.01%	3328

Other funds holding INNV

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

SBI Securities's INNV Position: Q3 2026 in Review

SBI Securities sold out of InnovAge Holding (INNV) in Q3 2026, closing a stake of 17 shares — an estimated $201 sold.

SBI Securities first reported a position in INNV in Q2 2026 and held it in 1 quarter. The position peaked at $201 in Q2 2026. 37 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

SBI Securities reported no remaining InnovAge Holding position as of Q3 2026 after selling out during the quarter.
SBI Securities sold 17 InnovAge Holding shares in Q3 2026, an estimated $201.
SBI Securities first reported a position in InnovAge Holding in Q2 2026 and held it in 1 quarter.
SBI Securities's InnovAge Holding position peaked at $201 in Q2 2026.
37 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.