Corient Private Wealth’s American Shared Hospital Services AMS Stock Holding History

Corient Private Wealth’s Portfolio AMS Stock Details AMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-160,559	Closed	-$233K	–	3049
2026 Q1	$233K	Hold	160,559	–	–	﹤0.01%	2467
2025 Q4	$339K	Hold	160,559	–	–	﹤0.01%	2098
2025 Q3	$450K	Hold	160,559	–	–	﹤0.01%	1855
2025 Q2	$387K	Hold	160,559	–	–	﹤0.01%	1845
2025 Q1	$446K	Hold	160,559	–	–	﹤0.01%	1649
2024 Q4	$512K	Hold	160,559	–	–	﹤0.01%	1604
2024 Q3	$490K	Hold	160,559	–	–	﹤0.01%	1741
2024 Q2	$513K	Hold	160,559	–	–	﹤0.01%	1627
2024 Q1	$474K	Sell	160,559 -360	-0.2%	-$962	﹤0.01%	1656
2023 Q4	$383K	Buy	160,919 +360	+0.2%	+$865	﹤0.01%	1751
2023 Q3	$397K	Hold	160,559	–	–	﹤0.01%	1614
2023 Q2	$410K	Hold	160,559	–	–	﹤0.01%	1547
2023 Q1	$451K	Hold	160,559	–	–	﹤0.01%	1431
2022 Q4	$470K	Buy	+160,559	New	+$444K	﹤0.01%	1162

Other funds holding AMS

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Corient Private Wealth's AMS Position: Q2 2026 in Review

Corient Private Wealth sold out of American Shared Hospital Services (AMS) in Q2 2026, closing a stake of 160,559 shares — an estimated $233K sold.

Corient Private Wealth first reported a position in AMS in Q4 2022 and held it in 14 quarters. The position peaked at $513K in Q2 2024. 19 funds tracked by Wall St. Rank hold AMS as of Q2 2026.

Corient Private Wealth reported no remaining American Shared Hospital Services position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 160,559 American Shared Hospital Services shares in Q2 2026, an estimated $233K.
Corient Private Wealth first reported a position in American Shared Hospital Services in Q4 2022 and held it in 14 quarters.
Corient Private Wealth's American Shared Hospital Services position peaked at $513K in Q2 2024.
19 funds tracked by Wall St. Rank held American Shared Hospital Services as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.