Corient Private Wealth
SERA icon

Corient Private Wealth’s Sera Prognostics SERA Stock Holding History

Corient Private Wealth’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200,000
Closed -$580K – 3003
2025
Q4 		$580K Buy
200,000
+100,000
+100% +$323K ﹤0.01% 2216
2025
Q3 		$306K Hold
100,000
– – ﹤0.01% 2103
2025
Q2 		$277K Buy
100,000
+42,500
+74% +$105K ﹤0.01% 2034
2025
Q1 		$212K Buy
57,500
+10,000
+21% +$50.9K ﹤0.01% 2039
2024
Q4 		$387K Hold
47,500
– – ﹤0.01% 1758
2024
Q3 		$371K Hold
47,500
– – ﹤0.01% 1910
2024
Q2 		$281K Buy
47,500
+17,500
+58% +$156K ﹤0.01% 1946
2024
Q1 		$273K Hold
30,000
– – ﹤0.01% 1943
2023
Q4 		$179K Buy
+30,000
New +$87.1K ﹤0.01% 2096

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Corient Private Wealth sold out of Sera Prognostics (SERA) in Q1 2026, closing a stake of 200,000 shares — an estimated $580K sold.

Corient Private Wealth first reported a position in SERA in Q4 2023 and held it in 9 quarters. The position peaked at $580K in Q4 2025. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • Corient Private Wealth reported no remaining Sera Prognostics position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 200,000 Sera Prognostics shares in Q1 2026, an estimated $580K.
  • Corient Private Wealth first reported a position in Sera Prognostics in Q4 2023 and held it in 9 quarters.
  • Corient Private Wealth's Sera Prognostics position peaked at $580K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

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