Corient Private Wealth
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Corient Private Wealth’s S&P Global SPGI Stock Holding History

Corient Private Wealth’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$331M Sell
2025
Q1 		$327M Buy
2024
Q4 		$315M Buy
2024
Q3 		$298M Sell
2024
Q2 		$262M Buy
2024
Q1 		$233M Buy
2023
Q4 		$206M Buy
2023
Q3 		$135M Buy
2023
Q2 		$144M Buy
2023
Q1 		$123M Buy
2022
Q4 		$44.4M Buy