Position in INNV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,887,051
+$897,514 QoQ
Shares Held
243,633
-1.8% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#13
of 105 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INNV Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $29,408,562 across 12 Medical Care Facilities names. INNV ranks #6 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
13,254 | $5,167,602 | |
| 2 | MD |
Pediatrix Medical Group, Inc.
|
189,431 | $4,798,287 | |
| 3 | HCSG |
Healthcare Services Group Inc
|
176,149 | $4,326,219 | |
| 4 | THC |
Tenet Healthcare Corp
|
17,361 | $3,247,895 | |
| 5 | FMS |
Fresenius Medical Care AG
|
128,403 | $2,903,191 | |
| 6 | INNV |
InnovAge Holding Corp.
This page
|
243,633 | $2,887,051 | |
| 7 | NHC |
National Healthcare Corp
|
13,469 | $2,846,807 | |
| 8 | DVA |
Davita Inc.
|
6,087 | $1,354,235 |
All Filings in INNV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,887,051 | 243,633 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,989,537 | 248,072 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $856,692 | 165,066 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||