SMH
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Sanders Morris Harris’s Sera Prognostics SERA Stock Holding History

Sanders Morris Harris’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-314,950
Closed -$639K – 248
2026
Q1 		$639K Buy
+314,950
New +$811K 0.1% 164
2025
Q4 		– Sell
-263,600
Closed -$807K – 255
2025
Q3 		$807K Hold
263,600
– – 0.11% 129
2025
Q2 		$730K Buy
263,600
+169,400
+180% +$419K 0.17% 54
2025
Q1 		$347K Buy
94,200
+3,600
+4% +$18.3K 0.05% 190
2024
Q4 		$725K Buy
90,600
+56,500
+166% +$415K 0.11% 134
2024
Q3 		$266K Sell
34,100
-700
-2% -$5.08K 0.04% 229
2024
Q2 		$206K Buy
34,800
+15,700
+82% +$140K 0.03% 252
2024
Q1 		$174K Buy
+19,100
New +$151K 0.03% 242
2023
Q4 		– Sell
-445,105
Closed -$828K – 239
2023
Q3 		$828K Buy
445,105
+81,933
+23% +$196K 0.17% 87
2023
Q2 		$1.2M Sell
363,172
-73,270
-17% -$251K 0.26% 53
2023
Q1 		$1.67M Buy
+436,442
New +$1.15M 0.58% 20
2022
Q4 		– Sell
-1,389,573
Closed -$2.22M – 256
2022
Q3 		$2.22M Buy
1,389,573
+176,750
+15% +$356K 0.54% 27
2022
Q2 		$1.99M Buy
1,212,823
+582,086
+92% +$1.12M 0.44% 39
2022
Q1 		$2.39M Buy
630,737
+56,457
+10% +$328K 0.47% 39
2021
Q4 		$3.94M Buy
574,280
+2,046
+0.4% +$20.6K 0.68% 27
2021
Q3 		$6.36M Buy
+572,234
New +$5.94M 1.16% 20

Other funds holding SERA

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Sanders Morris Harris sold out of Sera Prognostics (SERA) in Q2 2026, closing a stake of 314,950 shares — an estimated $639K sold.

Sanders Morris Harris first reported a position in SERA in Q3 2021 and held it in 16 quarters. The position peaked at $6.36M in Q3 2021. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Sanders Morris Harris reported no remaining Sera Prognostics position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 314,950 Sera Prognostics shares in Q2 2026, an estimated $639K.
  • Sanders Morris Harris first reported a position in Sera Prognostics in Q3 2021 and held it in 16 quarters.
  • Sanders Morris Harris's Sera Prognostics position peaked at $6.36M in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

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