Corient Private Wealth’s Loop Industries LOOP Stock Holding History

Corient Private Wealth’s Portfolio LOOP Stock Details LOOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Sell	217,130 -34,615	-14%	-$43.2K	﹤0.01%	2783
2026 Q1	$360	Buy	251,745 +4,500	+2%	+$5.64K	﹤0.01%	2827
2025 Q4	$247K	Hold	247,245	–	–	﹤0.01%	2301
2025 Q3	$366K	Buy	247,245 +3,917	+2%	+$5.99K	﹤0.01%	1994
2025 Q2	$346K	Buy	+243,328	New	+$294K	﹤0.01%	1914
2025 Q1	–	Sell	-247,828	Closed	-$297	–	2380
2024 Q4	$297	Hold	247,828	–	–	﹤0.01%	2347
2024 Q3	$456K	Hold	247,828	–	–	﹤0.01%	1791
2024 Q2	$518K	Buy	247,828 +4,500	+2%	+$12K	﹤0.01%	1618
2024 Q1	$681K	Hold	243,328	–	–	﹤0.01%	1473
2023 Q4	$920K	Hold	243,328	–	–	﹤0.01%	1319
2023 Q3	$869K	Hold	243,328	–	–	﹤0.01%	1248
2023 Q2	$781K	Hold	243,328	–	–	﹤0.01%	1244
2023 Q1	$837K	Hold	243,328	–	–	﹤0.01%	1159
2022 Q4	$582K	Buy	+243,328	New	+$708K	﹤0.01%	1098

Other funds holding LOOP

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Corient Private Wealth reduced its Loop Industries (LOOP) stake by 14% in Q2 2026, selling an estimated $43.2K and leaving 217,130 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Corient Private Wealth first reported a position in LOOP in Q4 2022 and has held it in 14 quarters since. The position peaked at $920K in Q4 2023. 39 funds tracked by Wall St. Rank hold LOOP as of Q2 2026.

Corient Private Wealth held 217,130 shares of Loop Industries worth $208K as of Q2 2026.
Corient Private Wealth sold 34,615 Loop Industries shares in Q2 2026, an estimated $43.2K.
Loop Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2783 holding.
Corient Private Wealth first reported a position in Loop Industries in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Loop Industries position peaked at $920K in Q4 2023.
39 funds tracked by Wall St. Rank held Loop Industries as of Q2 2026.

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