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 Q2	$1.07M	Buy	5,275 +4,190	+386%	+$788K	﹤0.01%	1769
2026 Q1	$204K	Sell	1,085 -4,398	-80%	-$847K	﹤0.01%	2556
2025 Q4	$1.04M	Buy	5,483 +478	+10%	+$88.4K	﹤0.01%	1491
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 $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

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

Corient Private Wealth increased its VanEck Biotech ETF (BBH) stake by 386% in Q2 2026, buying an estimated $788K and bringing the position to 5,275 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Corient Private Wealth first reported a position in BBH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q3 2024. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

Corient Private Wealth held 5,275 shares of VanEck Biotech ETF worth $1.07M as of Q2 2026.
Corient Private Wealth bought 4,190 VanEck Biotech ETF shares in Q2 2026, an estimated $788K.
VanEck Biotech ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1769 holding.
Corient Private Wealth first reported a position in VanEck Biotech ETF in Q4 2023 and has held it in 11 quarters since.
Corient Private Wealth's VanEck Biotech ETF position peaked at $1.54M in Q3 2024.
110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

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