Corient Private Wealth
KBR icon

Corient Private Wealth’s KBR KBR Stock Holding History

Corient Private Wealth’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$427K Sell
11,769
-10,651
-48% -$437K ﹤0.01% 2113
2025
Q4 		$903K Buy
+22,420
New +$961K ﹤0.01% 1938
2025
Q1 		– Sell
-3,483
Closed -$202K – 2369
2024
Q4 		$202K Sell
3,483
-13,762
-80% -$878K ﹤0.01% 2113
2024
Q3 		$1.12M Buy
17,245
+9,822
+132% +$639K ﹤0.01% 1354
2024
Q2 		$476K Sell
7,423
-689
-8% -$44.5K ﹤0.01% 1669
2024
Q1 		$516K Sell
8,112
-40
-0.5% -$2.28K ﹤0.01% 1610
2023
Q4 		$452K Buy
+8,152
New +$450K ﹤0.01% 1660

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return