Corient Private Wealth
CSW

Corient Private Wealth’s CSW Industrials CSW Stock Holding History

Corient Private Wealth’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96M Sell
7,528
-10,154
-57% -$2.95M ﹤0.01% 1278
2025
Q4 		$5.23M Buy
17,682
+6,962
+65% +$1.86M ﹤0.01% 1033
2025
Q3 		$2.6M Buy
10,720
+1,176
+12% +$316K ﹤0.01% 953
2025
Q2 		$2.74M Sell
9,544
-240
-2% -$72.5K ﹤0.01% 908
2025
Q1 		$2.85M Buy
9,784
+1,125
+13% +$365K ﹤0.01% 855
2024
Q4 		$3.05M Sell
8,659
-434
-5% -$169K 0.01% 849
2024
Q3 		$3.33M Buy
9,093
+240
+3% +$74.9K 0.01% 888
2024
Q2 		$2.35M Buy
8,853
+3,014
+52% +$748K ﹤0.01% 963
2024
Q1 		$1.37M Sell
5,839
-270
-4% -$60.2K ﹤0.01% 1203
2023
Q4 		$1.27M Buy
+6,109
New +$1.11M ﹤0.01% 1195
2023
Q3 		– Sell
-1,347
Closed -$224K – 2163
2023
Q2 		$224K Buy
+1,347
New +$195K ﹤0.01% 1822

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return