Corient Private Wealth
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Corient Private Wealth’s IDEX IEX Stock Holding History

Corient Private Wealth’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.6M Sell
235,296
-197,205
-46% -$38.9M 0.06% 255
2025
Q4 		$76.6M Buy
432,501
+209,643
+94% +$35.8M 0.05% 292
2025
Q3 		$36.3M Buy
222,858
+1,066
+0.5% +$180K 0.06% 285
2025
Q2 		$38.9M Sell
221,792
-8,313
-4% -$1.47M 0.05% 272
2025
Q1 		$41.6M Sell
230,105
-26,664
-10% -$5.31M 0.07% 254
2024
Q4 		$53.7M Buy
256,769
+180,601
+237% +$39.5M 0.09% 212
2024
Q3 		$16.3M Buy
76,168
+38,822
+104% +$7.82M 0.03% 453
2024
Q2 		$7.51M Sell
37,346
-32,036
-46% -$7M 0.01% 599
2024
Q1 		$16.9M Buy
69,382
+1,195
+2% +$270K 0.03% 423
2023
Q4 		$14.8M Buy
68,187
+2,399
+4% +$484K 0.03% 447
2023
Q3 		$13.7M Sell
65,788
-616
-0.9% -$134K 0.03% 423
2023
Q2 		$14.3M Buy
66,404
+33,282
+100% +$7M 0.03% 408
2023
Q1 		$7.65M Sell
33,122
-375
-1% -$85.1K 0.02% 482
2022
Q4 		$7.65M Buy
+33,497
New +$7.49M 0.03% 413

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Corient Private Wealth reduced its IDEX (IEX) stake by 46% in Q1 2026, selling an estimated $38.9M and leaving 235,296 shares worth $44.6M. The position accounts for 0.06% of the portfolio, ranked #255.

Corient Private Wealth first reported a position in IEX in Q4 2022 and has held it in 14 quarters since. The position peaked at $76.6M in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Corient Private Wealth held 235,296 shares of IDEX worth $44.6M as of Q1 2026.
  • Corient Private Wealth sold 197,205 IDEX shares in Q1 2026, an estimated $38.9M.
  • IDEX made up 0.06% of Corient Private Wealth's portfolio in Q1 2026, its #255 holding.
  • Corient Private Wealth first reported a position in IDEX in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's IDEX position peaked at $76.6M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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