Corient Private Wealth
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Corient Private Wealth’s Idacorp IDA Stock Holding History

Corient Private Wealth’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
10,214
+1,124
+12% +$162K ﹤0.01% 1544
2026
Q1 		$1.29M Buy
9,090
+552
+6% +$75.7K ﹤0.01% 1495
2025
Q4 		$1.08M Buy
8,538
+3,030
+55% +$394K ﹤0.01% 1471
2025
Q3 		$728K Sell
5,508
-196
-3% -$24.3K ﹤0.01% 1586
2025
Q2 		$659K Buy
5,704
+518
+10% +$60K ﹤0.01% 1562
2025
Q1 		$603K Buy
5,186
+582
+13% +$65.2K ﹤0.01% 1510
2024
Q4 		$503K Sell
4,604
-4,534
-50% -$498K ﹤0.01% 1614
2024
Q3 		$942K Buy
9,138
+4,204
+85% +$420K ﹤0.01% 1431
2024
Q2 		$460K Buy
4,934
+158
+3% +$14.8K ﹤0.01% 1697
2024
Q1 		$444K Sell
4,776
-576
-11% -$52.7K ﹤0.01% 1697
2023
Q4 		$526K Sell
5,352
-579
-10% -$56.1K ﹤0.01% 1588
2023
Q3 		$555K Sell
5,931
-3,407
-36% -$336K ﹤0.01% 1437
2023
Q2 		$958K Buy
+9,338
New +$1M ﹤0.01% 1171

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

Corient Private Wealth increased its Idacorp (IDA) stake by 12% in Q2 2026, buying an estimated $162K and bringing the position to 10,214 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Corient Private Wealth first reported a position in IDA in Q2 2023 and has held it in 13 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Corient Private Wealth held 10,214 shares of Idacorp worth $1.55M as of Q2 2026.
  • Corient Private Wealth bought 1,124 Idacorp shares in Q2 2026, an estimated $162K.
  • Idacorp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1544 holding.
  • Corient Private Wealth first reported a position in Idacorp in Q2 2023 and has held it in 13 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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