Corient Private Wealth
PACS icon

Corient Private Wealth’s PACS Group PACS Stock Holding History

Corient Private Wealth’s Portfolio PACS Stock Details PACS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.52M Buy
152,846
+2,680
+2% +$96.4K 0.01% 797
2026
Q1 		$4.82M Sell
150,166
-19,886
-12% -$731K 0.01% 858
2025
Q4 		$6.53M Buy
170,052
+38,956
+30% +$855K 0.01% 683
2025
Q3 		$1.8M Buy
131,096
+89,868
+218% +$1.05M ﹤0.01% 1118
2025
Q2 		$533K Buy
+41,228
New +$429K ﹤0.01% 1674

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Corient Private Wealth increased its PACS Group (PACS) stake by 1.8% in Q2 2026, buying an estimated $96.4K and bringing the position to 152,846 shares worth $6.52M. The position accounts for 0.01% of the portfolio, ranked #797.

Corient Private Wealth first reported a position in PACS in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.53M in Q4 2025. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Corient Private Wealth held 152,846 shares of PACS Group worth $6.52M as of Q2 2026.
  • Corient Private Wealth bought 2,680 PACS Group shares in Q2 2026, an estimated $96.4K.
  • PACS Group made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #797 holding.
  • Corient Private Wealth first reported a position in PACS Group in Q2 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's PACS Group position peaked at $6.53M in Q4 2025.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

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