Corient Private Wealth
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Corient Private Wealth’s News Corp Class A NWSA Stock Holding History

Corient Private Wealth’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Sell
92,980
-94,005
-50% -$2.33M ﹤0.01% 1200
2025
Q4 		$4.35M Buy
186,985
+127,725
+216% +$3.35M ﹤0.01% 1117
2025
Q3 		$1.82M Sell
59,260
-3,492
-6% -$103K ﹤0.01% 1111
2025
Q2 		$1.86M Buy
62,752
+2,715
+5% +$74.6K ﹤0.01% 1070
2025
Q1 		$1.63M Buy
60,037
+7,458
+14% +$209K ﹤0.01% 1053
2024
Q4 		$1.45M Sell
52,579
-30,042
-36% -$837K ﹤0.01% 1138
2024
Q3 		$2.2M Buy
82,621
+30,009
+57% +$815K ﹤0.01% 1057
2024
Q2 		$1.45M Buy
52,612
+978
+2% +$25.3K ﹤0.01% 1177
2024
Q1 		$1.35M Buy
51,634
+343
+0.7% +$8.71K ﹤0.01% 1208
2023
Q4 		$1.26M Sell
51,291
-230
-0.4% -$5K ﹤0.01% 1202
2023
Q3 		$1.03M Sell
51,521
-828
-2% -$16.8K ﹤0.01% 1176
2023
Q2 		$1.02M Sell
52,349
-263
-0.5% -$4.77K ﹤0.01% 1146
2023
Q1 		$908K Buy
52,612
+9,499
+22% +$174K ﹤0.01% 1123
2022
Q4 		$784K Buy
+43,113
New +$749K ﹤0.01% 986

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IFP
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VCM
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Barclays
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VPM
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T. Rowe Price Associates
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5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return