Corient Private Wealth LP
CIK 1948780
13F filing for Q2 2026・No. 154
- Holdings
- US$72.24B
- Quarter change
- +US$2.35B
- Entries
- 3,895
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
3,043 stocks worth US$72.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | — | 4,050,717 | US$3.03B | 4.20% |
| AAPLAppleCOM | — | 10,200,127 | US$2.94B | 4.06% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | — | 29,867,238 | US$2.13B | 2.95% |
| MSFTMicrosoftCOM | — | 5,128,574 | US$1.91B | 2.65% |
| NVDANvidiaCOM | — | 9,069,030 | US$1.8B | 2.49% |
| GOOGALPHABET INCCAP STK CL C | — | 5,048,951 | US$1.78B | 2.47% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | — | 2,490,905 | US$1.71B | 2.37% |
| AMZNAmazonCOM | — | 6,029,405 | US$1.44B | 1.99% |
| GOOGLAlphabetCAP STK CL A | — | 3,868,315 | US$1.38B | 1.91% |
| AVGOBroadcomCOM | — | 3,325,514 | US$1.26B | 1.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.