Corient Private Wealth
PIII icon

Corient Private Wealth’s P3 Health Partners PIII Stock Holding History

Corient Private Wealth’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.1K Sell
19,837
-21,837
-52% -$57.5K ﹤0.01% 2745
2025
Q4 		$145K Buy
41,674
+6,305
+18% +$42.6K ﹤0.01% 2620
2025
Q3 		$316K Hold
35,369
– – ﹤0.01% 2082
2025
Q2 		$223K Sell
35,369
-2,036
-5% -$15.9K ﹤0.01% 2174
2025
Q1 		$307K Buy
37,405
+12,000
+47% +$118K ﹤0.01% 1837
2024
Q4 		$286K Sell
25,405
-9,140
-26% -$135K ﹤0.01% 1920
2024
Q3 		$667K Buy
+34,545
New +$905K ﹤0.01% 1596

Other funds holding PIII

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Corient Private Wealth reduced its P3 Health Partners (PIII) stake by 52% in Q1 2026, selling an estimated $57.5K and leaving 19,837 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Corient Private Wealth first reported a position in PIII in Q3 2024 and has held it in 7 quarters since. The position peaked at $667K in Q3 2024. 17 funds tracked by Wall St. Rank hold PIII as of Q1 2026.

  • Corient Private Wealth held 19,837 shares of P3 Health Partners worth $61.1K as of Q1 2026.
  • Corient Private Wealth sold 21,837 P3 Health Partners shares in Q1 2026, an estimated $57.5K.
  • P3 Health Partners made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2745 holding.
  • Corient Private Wealth first reported a position in P3 Health Partners in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's P3 Health Partners position peaked at $667K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held P3 Health Partners as of Q1 2026.

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