Corient Private Wealth’s VanEck Biotech ETF BBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	1,085 -9,881	-90%	-$1.9M	﹤0.01%	2556
2025 Q4	$2.08M	Buy	10,966 +5,961	+119%	+$1.1M	﹤0.01%	1512
2025 Q3	$829K	Sell	5,005 -1,640	-25%	-$267K	﹤0.01%	1519
2025 Q2	$1.02M	Sell	6,645 -1,485	-18%	-$221K	﹤0.01%	1356
2025 Q1	$1.28M	Sell	8,130 -530	-6%	-$86K	﹤0.01%	1174
2024 Q4	$1.36M	Hold	8,660	–	–	﹤0.01%	1168
2024 Q3	$1.54M	Buy	8,660 +862	+11%	+$153K	﹤0.01%	1218
2024 Q2	$1.31M	Buy	7,798 +630	+9%	+$103K	﹤0.01%	1221
2024 Q1	$1.19M	Buy	7,168 +723	+11%	+$120K	﹤0.01%	1251
2023 Q4	$1.07M	Buy	+6,445	New	+$992K	﹤0.01%	1266

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Corient Private Wealth's BBH Position: Q1 2026 in Review

Corient Private Wealth reduced its VanEck Biotech ETF (BBH) stake by 90% in Q1 2026, selling an estimated $1.9M and leaving 1,085 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Corient Private Wealth first reported a position in BBH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2025. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Corient Private Wealth held 1,085 shares of VanEck Biotech ETF worth $204K as of Q1 2026.
Corient Private Wealth sold 9,881 VanEck Biotech ETF shares in Q1 2026, an estimated $1.9M.
VanEck Biotech ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2556 holding.
Corient Private Wealth first reported a position in VanEck Biotech ETF in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's VanEck Biotech ETF position peaked at $2.08M in Q4 2025.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.