Corient Private Wealth’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Sell	9,653 -9,653	-50%	-$340K	﹤0.01%	2293
2025 Q4	$682K	Buy	19,306 +7,256	+60%	+$247K	﹤0.01%	2123
2025 Q3	$372K	Sell	12,050 -5,980	-33%	-$177K	﹤0.01%	1985
2025 Q2	$514K	Sell	18,030 -45,723	-72%	-$1.23M	﹤0.01%	1687
2025 Q1	$1.74M	Sell	63,753 -20,332	-24%	-$599K	﹤0.01%	1020
2024 Q4	$2.42M	Sell	84,085 -6,213	-7%	-$181K	﹤0.01%	923
2024 Q3	$2.68M	Sell	90,298 -4,437	-5%	-$127K	﹤0.01%	969
2024 Q2	$2.58M	Sell	94,735 -7,097	-7%	-$194K	﹤0.01%	921
2024 Q1	$2.89M	Sell	101,832 -4,450	-4%	-$124K	0.01%	863
2023 Q4	$2.98M	Sell	106,282 -70,634	-40%	-$1.75M	0.01%	850
2023 Q3	$4.47M	Buy	176,916 +434	+0.2%	+$12.3K	0.01%	660
2023 Q2	$5.31M	Sell	176,482 -2,000	-1%	-$59.7K	0.01%	618
2023 Q1	$5.32M	Sell	178,482 -1,400	-0.8%	-$42.1K	0.01%	576
2022 Q4	$5.19M	Buy	+179,882	New	+$5.14M	0.02%	497

Other funds holding HTEC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Corient Private Wealth reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 50% in Q1 2026, selling an estimated $340K and leaving 9,653 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Corient Private Wealth first reported a position in HTEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.32M in Q1 2023. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

Corient Private Wealth held 9,653 shares of ROBO Global Healthcare Technology and Innovation ETF worth $319K as of Q1 2026.
Corient Private Wealth sold 9,653 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2026, an estimated $340K.
ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2293 holding.
Corient Private Wealth first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's ROBO Global Healthcare Technology and Innovation ETF position peaked at $5.32M in Q1 2023.
27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

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