Corient Private Wealth
NWS icon

Corient Private Wealth’s News Corp Class B NWS Stock Holding History

Corient Private Wealth’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$941K Sell
38,544
-7,989
-17% -$225K ﹤0.01% 1696
2025
Q4 		$1.36M Buy
+46,533
New +$1.39M ﹤0.01% 1729
2025
Q3 		– Sell
-13,035
Closed -$447K – 2642
2025
Q2 		$447K Buy
13,035
+1,067
+9% +$33.8K ﹤0.01% 1767
2025
Q1 		$364K Buy
11,968
+2,336
+24% +$74K ﹤0.01% 1755
2024
Q4 		$293K Sell
9,632
-13,128
-58% -$396K ﹤0.01% 1905
2024
Q3 		$636K Buy
22,760
+13,530
+147% +$382K ﹤0.01% 1612
2024
Q2 		$262K Buy
9,230
+1,670
+22% +$44.4K ﹤0.01% 1987
2024
Q1 		$205K Buy
+7,560
New +$200K ﹤0.01% 2090

Other funds holding NWS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return