Corient Private Wealth
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Corient Private Wealth’s Commercial Metals CMC Stock Holding History

Corient Private Wealth’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63,232
Closed -$3.88M – 3076
2026
Q1 		$3.88M Buy
63,232
+39,617
+168% +$2.86M 0.01% 946
2025
Q4 		$1.63M Buy
23,615
+216
+0.9% +$13.5K ﹤0.01% 1253
2025
Q3 		$1.34M Buy
23,399
+1,139
+5% +$62.9K ﹤0.01% 1271
2025
Q2 		$1.09M Sell
22,260
-325
-1% -$15.1K ﹤0.01% 1322
2025
Q1 		$1.04M Sell
22,585
-975
-4% -$47.4K ﹤0.01% 1261
2024
Q4 		$1.17M Sell
23,560
-754
-3% -$42.5K ﹤0.01% 1249
2024
Q3 		$1.34M Sell
24,314
-169
-0.7% -$9.14K ﹤0.01% 1271
2024
Q2 		$1.35M Buy
24,483
+907
+4% +$50K ﹤0.01% 1204
2024
Q1 		$1.39M Sell
23,576
-16,411
-41% -$869K ﹤0.01% 1194
2023
Q4 		$2M Sell
39,987
-252
-0.6% -$11.5K ﹤0.01% 999
2023
Q3 		$1.99M Sell
40,239
-704
-2% -$38.3K ﹤0.01% 922
2023
Q2 		$2.16M Buy
40,943
+16,513
+68% +$770K 0.01% 868
2023
Q1 		$1.19M Buy
24,430
+268
+1% +$13.9K ﹤0.01% 1021
2022
Q4 		$1.17M Buy
+24,162
New +$1.11M ﹤0.01% 863

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Corient Private Wealth's CMC Position: Q2 2026 in Review

Corient Private Wealth sold out of Commercial Metals (CMC) in Q2 2026, closing a stake of 63,232 shares — an estimated $3.88M sold.

Corient Private Wealth first reported a position in CMC in Q4 2022 and held it in 14 quarters. The position peaked at $3.88M in Q1 2026. 523 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Corient Private Wealth reported no remaining Commercial Metals position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 63,232 Commercial Metals shares in Q2 2026, an estimated $3.88M.
  • Corient Private Wealth first reported a position in Commercial Metals in Q4 2022 and held it in 14 quarters.
  • Corient Private Wealth's Commercial Metals position peaked at $3.88M in Q1 2026.
  • 523 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.