Corient Private Wealth
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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 – 3065
2026
Q1 		$233K Sell
160,559
-160,559
-50% -$336K ﹤0.01% 2467
2025
Q4 		$678K Buy
321,118
+160,559
+100% +$352K ﹤0.01% 2131
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $678K in Q4 2025. 14 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 $678K in Q4 2025.
  • 14 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.