Corient Private Wealth
DUHP icon

Corient Private Wealth’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Corient Private Wealth’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118M Sell
2,833,446
-922,234
-25% -$36.8M 0.16% 124
2026
Q1 		$138M Buy
3,755,680
+777,705
+26% +$29.8M 0.2% 106
2025
Q4 		$113M Buy
2,977,975
+1,240,740
+71% +$47M 0.15% 137
2025
Q3 		$65.6M Sell
1,737,235
-1,162,211
-40% -$42.6M 0.1% 193
2025
Q2 		$103M Buy
2,899,446
+24,421
+0.8% +$815K 0.14% 150
2025
Q1 		$95.3M Buy
2,875,025
+122,322
+4% +$4.2M 0.16% 145
2024
Q4 		$93M Buy
2,752,703
+586,886
+27% +$20.3M 0.15% 148
2024
Q3 		$73.8M Sell
2,165,817
-369,375
-15% -$12.1M 0.12% 181
2024
Q2 		$81.1M Buy
2,535,192
+77,557
+3% +$2.41M 0.14% 155
2024
Q1 		$77.7M Sell
2,457,635
-248,976
-9% -$7.46M 0.14% 163
2023
Q4 		$77.4M Buy
2,706,611
+1,820,225
+205% +$48.7M 0.14% 159
2023
Q3 		$22.8M Sell
886,386
-254,673
-22% -$6.81M 0.05% 319
2023
Q2 		$30.3M Sell
1,141,059
-6,162
-0.5% -$156K 0.07% 266
2023
Q1 		$28.8M Buy
1,147,221
+418,170
+57% +$10.3M 0.08% 246
2022
Q4 		$17.5M Buy
+729,051
New +$17.3M 0.06% 288

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Corient Private Wealth reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 25% in Q2 2026, selling an estimated $36.8M and leaving 2,833,446 shares worth $118M. The position accounts for 0.16% of the portfolio, ranked #124.

Corient Private Wealth first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $138M in Q1 2026. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Corient Private Wealth held 2,833,446 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $118M as of Q2 2026.
  • Corient Private Wealth sold 922,234 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $36.8M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.16% of Corient Private Wealth's portfolio in Q2 2026, its #124 holding.
  • Corient Private Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $138M in Q1 2026.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

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