Position in INNV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,989,537
+$1,132,845 QoQ
Shares Held
248,072
+50.3% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#12
of 102 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.31926214969847466.ToString("F0")%
Shared 0.ToString("F0")%
None 99.68073785030153.ToString("F0")%
Common Shares in INNV Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $23,039,110 across 10 Medical Care Facilities names. INNV ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
13,972 | $6,612,109 | |
| 2 | THC |
Tenet Healthcare Corp
|
16,820 | $3,174,102 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
143,668 | $3,073,058 | |
| 4 | HCSG |
Healthcare Services Group Inc
|
155,860 | $2,891,203 | |
| 5 | INNV |
InnovAge Holding Corp.
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|
248,072 | $1,989,537 | |
| 6 | FMS |
Fresenius Medical Care AG
|
84,658 | $1,909,884 | |
| 7 | UHS |
Universal Health Services Inc
|
7,977 | $1,427,643 | |
| 8 | DVA |
Davita Inc.
|
5,387 | $827,928 |
All Filings in INNV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||