Corient Private Wealth
MSCI icon

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
Q2 		$8.41M Sell
15,009
-9,191
-38% -$5.36M 0.01% 697
2026
Q1 		$12.8M Sell
24,200
-14,085
-37% -$7.94M 0.02% 529
2025
Q4 		$22M Sell
38,285
-39,682
-51% -$22.3M 0.03% 388
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Corient Private Wealth reduced its MSCI (MSCI) stake by 38% in Q2 2026, selling an estimated $5.36M and leaving 15,009 shares worth $8.41M. The position accounts for 0.01% of the portfolio, ranked #697.

Corient Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.3M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Corient Private Wealth held 15,009 shares of MSCI worth $8.41M as of Q2 2026.
  • Corient Private Wealth sold 9,191 MSCI shares in Q2 2026, an estimated $5.36M.
  • MSCI made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #697 holding.
  • Corient Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's MSCI position peaked at $46.3M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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