Corient Private Wealth
IDR icon

Corient Private Wealth’s Idaho Strategic Resources IDR Stock Holding History

Corient Private Wealth’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$982K Sell
29,986
-247
-0.8% -$9.6K ﹤0.01% 1835
2026
Q1 		$971K Buy
+30,233
New +$1.17M ﹤0.01% 1680

Other funds holding IDR

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

Corient Private Wealth reduced its Idaho Strategic Resources (IDR) stake by 0.82% in Q2 2026, selling an estimated $9.6K and leaving 29,986 shares worth $982K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Corient Private Wealth first reported a position in IDR in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Corient Private Wealth held 29,986 shares of Idaho Strategic Resources worth $982K as of Q2 2026.
  • Corient Private Wealth sold 247 Idaho Strategic Resources shares in Q2 2026, an estimated $9.6K.
  • Idaho Strategic Resources made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1835 holding.
  • Corient Private Wealth first reported a position in Idaho Strategic Resources in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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