Position in INNV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$142,022
New position
Shares Held
11,985
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $8,322,372 across 18 Medical Care Facilities names. INNV ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,918 | $3,866,929 | |
| 2 | CHE |
Chemed Corp
|
2,091 | $973,862 | |
| 3 | THC |
Tenet Healthcare Corp
|
5,106 | $955,230 | |
| 4 | ENSG |
Ensign Group, Inc
|
5,270 | $844,781 | |
| 5 | EHC |
Encompass Health Corp
|
7,156 | $723,328 | |
| 6 | UHS |
Universal Health Services Inc
|
2,676 | $397,894 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
5,045 | $205,836 | |
| 8 | INNV |
InnovAge Holding Corp.
This page
|
11,985 | $142,022 |
All Filings in INNV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,022 | 11,985 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||