Corient Private Wealth
KORE icon

Corient Private Wealth’s KORE Group Holdings KORE Stock Holding History

Corient Private Wealth’s Portfolio KORE Stock Details KORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Buy
+2,106,023
New +$13.6M ﹤0.01% 1496
2025
Q4 		– Sell
-2,106,023
Closed -$1.29M – 2774
2025
Q3 		$1.29M Hold
2,106,023
– – ﹤0.01% 1293
2025
Q2 		$1.29M Hold
2,106,023
– – ﹤0.01% 1239
2025
Q1 		$1.29M Hold
2,106,023
– – ﹤0.01% 1170
2024
Q4 		$1.29M Sell
2,106,023
-2,106,023
-50% -$3.96M ﹤0.01% 1195
2024
Q3 		$2.59M Buy
+4,212,046
New +$9.89M ﹤0.01% 982
2024
Q2 		– Sell
-421,205
Closed -$1.66M – 2353
2024
Q1 		$1.66M Hold
421,205
– – ﹤0.01% 1112
2023
Q4 		$1.94M Hold
421,205
– – ﹤0.01% 1017
2023
Q3 		$3.16M Buy
+421,205
New +$1.98M 0.01% 764

Other funds holding KORE

KL
KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DT
Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return