Winnow Wealth’s InnovAge Holding INNV Stock Holding History

Winnow Wealth’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
2025 Q3	–	Sell	-100,000	Closed	-$369K	–	618
2025 Q2	$369K	Buy	+100,000	New	+$350K	0.27%	42

Other funds holding INNV

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCP

Welch Capital Partners Harrison, New York $444M AUM 21.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winnow Wealth's INNV Position: Q3 2025 in Review

Winnow Wealth sold out of InnovAge Holding (INNV) in Q3 2025, closing a stake of 100,000 shares — an estimated $369K sold.

Winnow Wealth first reported a position in INNV in Q2 2025 and held it in 1 quarter. The position peaked at $369K in Q2 2025. 65 funds tracked by Wall St. Rank hold INNV as of Q3 2025.

Winnow Wealth reported no remaining InnovAge Holding position as of Q3 2025 after selling out during the quarter.
Winnow Wealth sold 100,000 InnovAge Holding shares in Q3 2025, an estimated $369K.
Winnow Wealth first reported a position in InnovAge Holding in Q2 2025 and held it in 1 quarter.
Winnow Wealth's InnovAge Holding position peaked at $369K in Q2 2025.
65 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.