Sanders Morris Harris’s Innventure Inc INV Stock Holding History

Sanders Morris Harris’s Portfolio INV Stock Details INV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$57.3K	Buy	+100,000	New	+$238K	0.01%	315
2026 Q2	–	Sell	-100,000	Closed	-$391K	–	287
2026 Q1	$391K	Buy	+100,000	New	+$353K	0.06%	208

Other funds holding INV

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Sanders Morris Harris's INV Position: Q3 2026 in Review

Sanders Morris Harris opened a new position in Innventure Inc (INV) in Q3 2026: 100,000 shares worth $57.3K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Sanders Morris Harris previously reported a position in INV as recently as Q1 2026.

Sanders Morris Harris first reported a position in INV in Q1 2026 and has held it in 2 quarters since. The position peaked at $391K in Q1 2026. 6 funds tracked by Wall St. Rank hold INV as of Q3 2026.

Sanders Morris Harris held 100,000 shares of Innventure Inc worth $57.3K as of Q3 2026.
Innventure Inc was a new Sanders Morris Harris position in Q3 2026.
Innventure Inc made up 0.01% of Sanders Morris Harris's portfolio in Q3 2026, its #315 holding.
Sanders Morris Harris first reported a position in Innventure Inc in Q1 2026 and has held it in 2 quarters since.
Sanders Morris Harris's Innventure Inc position peaked at $391K in Q1 2026.
6 funds tracked by Wall St. Rank held Innventure Inc as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.