Sanders Morris Harris’s P3 Health Partners PIII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,690	Closed	-$33.9K	–	267
2025 Q1	$33.9K	Hold	3,690	–	–	0.01%	276
2024 Q4	$41.5K	Buy	3,690 +1,230	+50%	+$18.2K	0.01%	279
2024 Q3	$47.5K	Sell	2,460 -400	-14%	-$10.5K	0.01%	272
2024 Q2	$64.4K	Buy	2,860 +400	+16%	+$11.9K	0.01%	270
2024 Q1	$127K	Hold	2,460	–	–	0.02%	246
2023 Q4	$168K	Hold	2,460	–	–	0.08%	158
2023 Q3	$212K	Hold	2,460	–	–	0.04%	228
2023 Q2	$368K	Buy	+2,460	New	+$340K	0.08%	170
2023 Q1	–	Sell	-2,460	Closed	-$226K	–	223
2022 Q4	$226K	Hold	2,460	–	–	0.09%	175
2022 Q3	$599K	Hold	2,460	–	–	0.15%	112
2022 Q2	$465K	Hold	2,460	–	–	0.1%	158
2022 Q1	$962K	Hold	2,460	–	–	0.19%	89
2021 Q4	$787K	Sell	2,460 -340	-12%	-$162K	0.14%	113
2021 Q3	$1.39M	Hold	2,800	–	–	0.25%	65
2021 Q2	$1.39M	Buy	+2,800	New	+$1.37M	0.27%	74

Other funds holding PIII

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Morris Harris's PIII Position: Q2 2025 in Review

Sanders Morris Harris sold out of P3 Health Partners (PIII) in Q2 2025, closing a stake of 3,690 shares — an estimated $33.9K sold.

Sanders Morris Harris first reported a position in PIII in Q2 2021 and held it in 15 quarters. The position peaked at $1.39M in Q3 2021. 16 funds tracked by Wall St. Rank hold PIII as of Q2 2025.

Sanders Morris Harris reported no remaining P3 Health Partners position as of Q2 2025 after selling out during the quarter.
Sanders Morris Harris sold 3,690 P3 Health Partners shares in Q2 2025, an estimated $33.9K.
Sanders Morris Harris first reported a position in P3 Health Partners in Q2 2021 and held it in 15 quarters.
Sanders Morris Harris's P3 Health Partners position peaked at $1.39M in Q3 2021.
16 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2025.

Based on Sanders Morris Harris's 13F filing for Q2 2025, filed 30 Jul 2025.