Corient Private Wealth
DH icon

Corient Private Wealth’s Definitive Healthcare DH Stock Holding History

Corient Private Wealth’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378K Buy
+454,486
New +$416K ﹤0.01% 2405
2025
Q4 		– Sell
-450,017
Closed -$1.83M – 2678
2025
Q3 		$1.83M Buy
+450,017
New +$1.8M ﹤0.01% 1106

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

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

Corient Private Wealth opened a new position in Definitive Healthcare (DH) in Q2 2026: 454,486 shares worth $378K. The stake represents ﹤0.01% of the portfolio and ranks #2405 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in DH as recently as Q3 2025.

Corient Private Wealth first reported a position in DH in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.83M in Q3 2025. 100 funds tracked by Wall St. Rank hold DH as of Q2 2026.

  • Corient Private Wealth held 454,486 shares of Definitive Healthcare worth $378K as of Q2 2026.
  • Definitive Healthcare was a new Corient Private Wealth position in Q2 2026.
  • Definitive Healthcare made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2405 holding.
  • Corient Private Wealth first reported a position in Definitive Healthcare in Q3 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's Definitive Healthcare position peaked at $1.83M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

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