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Summit Securities Group’s InnovAge Holding INNV Stock Holding History

Summit Securities Group’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 		$4.99K Buy
+421
New +$3.45K ﹤0.01% 976

Other funds holding INNV

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return

Summit Securities Group's INNV Position: Q2 2026 in Review

Summit Securities Group opened a new position in InnovAge Holding (INNV) in Q2 2026: 421 shares worth $4.99K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings.

20 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Summit Securities Group held 421 shares of InnovAge Holding worth $4.99K as of Q2 2026.
  • InnovAge Holding was a new Summit Securities Group position in Q2 2026.
  • InnovAge Holding made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #976 holding.
  • 20 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.