SMH
INV

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
Q2 		– Sell
-100,000
Closed -$391K – 287
2026
Q1 		$391K Buy
+100,000
New +$353K 0.06% 208

Other funds holding INV

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Sanders Morris Harris's INV Position: Q2 2026 in Review

Sanders Morris Harris sold out of Innventure Inc (INV) in Q2 2026, closing a stake of 100,000 shares — an estimated $391K sold.

Sanders Morris Harris first reported a position in INV in Q1 2026 and held it in 1 quarter. The position peaked at $391K in Q1 2026. 20 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • Sanders Morris Harris reported no remaining Innventure Inc position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 100,000 Innventure Inc shares in Q2 2026, an estimated $391K.
  • Sanders Morris Harris first reported a position in Innventure Inc in Q1 2026 and held it in 1 quarter.
  • Sanders Morris Harris's Innventure Inc position peaked at $391K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.