Corient Private Wealth
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Corient Private Wealth’s MSCI MSCI Stock Holding History

Corient Private Wealth’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8M Sell
24,200
-158,074
-87% -$89.1M 0.02% 529
2025
Q4 		$64.9M Buy
182,274
+104,307
+134% +$58.5M 0.04% 315
2025
Q3 		$44.2M Sell
77,967
-2,375
-3% -$1.34M 0.07% 252
2025
Q2 		$46.3M Buy
80,342
+5,801
+8% +$3.21M 0.06% 242
2025
Q1 		$42.2M Buy
74,541
+767
+1% +$446K 0.07% 250
2024
Q4 		$44.3M Sell
73,774
-3,192
-4% -$1.92M 0.07% 245
2024
Q3 		$44.9M Buy
76,966
+838
+1% +$454K 0.07% 258
2024
Q2 		$36.7M Buy
76,128
+10,771
+16% +$5.34M 0.06% 278
2024
Q1 		$36.6M Buy
65,357
+11,440
+21% +$6.43M 0.07% 281
2023
Q4 		$30.5M Buy
53,917
+9,109
+20% +$4.7M 0.06% 307
2023
Q3 		$23M Buy
44,808
+1,354
+3% +$711K 0.05% 316
2023
Q2 		$20.4M Buy
43,454
+8,426
+24% +$4.11M 0.05% 331
2023
Q1 		$19.6M Buy
35,028
+13,367
+62% +$7.07M 0.05% 313
2022
Q4 		$10.1M Buy
+21,661
New +$10.1M 0.04% 365

Other funds holding MSCI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Corient Private Wealth reduced its MSCI (MSCI) stake by 87% in Q1 2026, selling an estimated $89.1M and leaving 24,200 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #529.

Corient Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $64.9M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Corient Private Wealth held 24,200 shares of MSCI worth $12.8M as of Q1 2026.
  • Corient Private Wealth sold 158,074 MSCI shares in Q1 2026, an estimated $89.1M.
  • MSCI made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #529 holding.
  • Corient Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's MSCI position peaked at $64.9M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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