Corient Private Wealth
MORN icon

Corient Private Wealth’s Morningstar MORN Stock Holding History

Corient Private Wealth’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.21M Sell
19,130
-263,379
-93% -$48.9M ﹤0.01% 1019
2025
Q4 		$14M Buy
282,509
+262,379
+1,303% +$56.8M 0.01% 665
2025
Q3 		$4.67M Buy
20,130
+11,702
+139% +$3.12M 0.01% 738
2025
Q2 		$2.65M Sell
8,428
-390
-4% -$115K ﹤0.01% 919
2025
Q1 		$2.64M Sell
8,818
-937
-10% -$295K ﹤0.01% 876
2024
Q4 		$3.29M Sell
9,755
-1,518
-13% -$518K 0.01% 825
2024
Q3 		$3.6M Sell
11,273
-574
-5% -$178K 0.01% 857
2024
Q2 		$3.5M Sell
11,847
-651
-5% -$193K 0.01% 816
2024
Q1 		$3.85M Sell
12,498
-90
-0.7% -$25.9K 0.01% 783
2023
Q4 		$3.6M Sell
12,588
-988
-7% -$257K 0.01% 792
2023
Q3 		$3.18M Sell
13,576
-1,424
-9% -$321K 0.01% 760
2023
Q2 		$2.94M Sell
15,000
-11,253
-43% -$2.23M 0.01% 782
2023
Q1 		$5.33M Buy
26,253
+23,420
+827% +$5.15M 0.01% 574
2022
Q4 		$614K Buy
+2,833
New +$646K ﹤0.01% 1079

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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VPM
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VCM
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Two Sigma Investments
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BAMCO Inc
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State Street
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Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return