Corient Private Wealth

Corient Private Wealth’s FMC FMC Stock Holding History

Corient Private Wealth’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.48M	Sell	318,154 -303,572	-49%	-$4.54M	0.01%	815
2025 Q4	$8.62M	Buy	621,726 +77,997	+14%	+$1.49M	0.01%	831
2025 Q3	$18.3M	Buy	543,729 +533,210	+5,069%	+$20.8M	0.03%	403
2025 Q2	$431K	Sell	10,519 -7,416	-41%	-$295K	﹤0.01%	1784
2025 Q1	$757K	Buy	17,935 +4,626	+35%	+$205K	﹤0.01%	1403
2024 Q4	$647K	Sell	13,309 -20,592	-61%	-$1.2M	﹤0.01%	1492
2024 Q3	$2.24M	Sell	33,901 -17,586	-34%	-$1.08M	﹤0.01%	1047
2024 Q2	$2.96M	Sell	51,487 -15,425	-23%	-$922K	0.01%	874
2024 Q1	$4.26M	Buy	66,912 +10,041	+18%	+$586K	0.01%	753
2023 Q4	$3.59M	Buy	56,871 +53,644	+1,662%	+$3.11M	0.01%	794
2023 Q3	$216K	Sell	3,227 -7,000	-68%	-$606K	﹤0.01%	1884
2023 Q2	$1.07M	Buy	10,227 +1,533	+18%	+$172K	﹤0.01%	1130
2023 Q1	$1.06M	Buy	8,694 +2,084	+32%	+$262K	﹤0.01%	1061
2022 Q4	$825K	Buy	+6,610	New	+$811K	﹤0.01%	973

Other funds holding FMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return