Corient Private Wealth
BP icon

Corient Private Wealth’s BP BP Stock Holding History

Corient Private Wealth’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.02M Sell
135,165
-202,220
-60% -$7.92M 0.01% 785
2025
Q4 		$10.7M Buy
337,385
+161,568
+92% +$5.67M 0.01% 756
2025
Q3 		$6.06M Buy
175,817
+27,482
+19% +$920K 0.01% 653
2025
Q2 		$4.44M Buy
148,335
+917
+0.6% +$26.9K 0.01% 735
2025
Q1 		$4.98M Sell
147,418
-12,911
-8% -$421K 0.01% 687
2024
Q4 		$4.74M Sell
160,329
-7,150
-4% -$215K 0.01% 716
2024
Q3 		$5.26M Buy
167,479
+5,003
+3% +$169K 0.01% 735
2024
Q2 		$5.87M Sell
162,476
-1,422
-0.9% -$53.3K 0.01% 668
2024
Q1 		$6.18M Sell
163,898
-11,504
-7% -$412K 0.01% 654
2023
Q4 		$6.21M Buy
175,402
+50,203
+40% +$1.84M 0.01% 639
2023
Q3 		$4.83M Buy
125,199
+9,558
+8% +$355K 0.01% 642
2023
Q2 		$4.07M Sell
115,641
-44,231
-28% -$1.64M 0.01% 688
2023
Q1 		$6.07M Buy
159,872
+84,192
+111% +$3.15M 0.02% 541
2022
Q4 		$2.64M Buy
+75,680
New +$2.52M 0.01% 646

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Corient Private Wealth reduced its BP (BP) stake by 60% in Q1 2026, selling an estimated $7.92M and leaving 135,165 shares worth $6.02M. The position accounts for 0.01% of the portfolio, ranked #785.

Corient Private Wealth first reported a position in BP in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q4 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Corient Private Wealth held 135,165 shares of BP worth $6.02M as of Q1 2026.
  • Corient Private Wealth sold 202,220 BP shares in Q1 2026, an estimated $7.92M.
  • BP made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #785 holding.
  • Corient Private Wealth first reported a position in BP in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's BP position peaked at $10.7M in Q4 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

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