Corient Private Wealth
IDA icon

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
Q1 		$1.29M Sell
9,090
-7,903
-47% -$1.08M ﹤0.01% 1495
2025
Q4 		$2.15M Buy
16,993
+11,485
+209% +$1.49M ﹤0.01% 1491
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Corient Private Wealth reduced its Idacorp (IDA) stake by 47% in Q1 2026, selling an estimated $1.08M and leaving 9,090 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Corient Private Wealth first reported a position in IDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.15M in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Corient Private Wealth held 9,090 shares of Idacorp worth $1.29M as of Q1 2026.
  • Corient Private Wealth sold 7,903 Idacorp shares in Q1 2026, an estimated $1.08M.
  • Idacorp made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1495 holding.
  • Corient Private Wealth first reported a position in Idacorp in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Idacorp position peaked at $2.15M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

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