Position in HAE
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$4,851,975
+$3,200,402 QoQ
Shares Held
64,693
+120.8% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 329 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in HAE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $654,610,560 across 47 Medical Devices names. HAE ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
999,514 | $314,686,986 | |
| 2 | ABT |
Abbott Laboratories
|
1,818,488 | $165,009,600 | |
| 3 | MDT |
Medtronic plc
|
548,904 | $42,940,759 | |
| 4 | EW |
Edwards Lifesciences Corp
|
250,101 | $22,624,136 | |
| 5 | GMED |
Globus Medical Inc
|
216,853 | $17,133,555 | |
| 6 | PODD |
Insulet Corp
|
84,673 | $12,891,464 | |
| 7 | BSX |
Boston Scientific Corp
|
233,728 | $9,975,510 | |
| 8 | DXCM |
Dexcom Inc
|
130,738 | $8,805,203 |
All Filings in HAE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,851,975 | 64,693 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $1,651,573 | 29,304 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $285,665 | 5,861 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $390,434 | 5,233 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $294,427 | 4,633 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $364,243 | 4,665 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $371,998 | 4,628 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $400,247 | 4,838 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $413,520 | 4,845 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $411,901 | 4,817 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $410,724 | 4,585 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $389,174 | 4,571 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $378,250 | 4,571 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||