Corient Private Wealth’s SPX Corp SPXC Stock Holding History

Corient Private Wealth’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	4,510 +2,238	+99%	+$490K	﹤0.01%	1751
2026 Q1	$454K	Buy	+2,272	New	+$488K	﹤0.01%	2084
2025 Q4	–	Sell	-7,481	Closed	-$1.4M	–	2784
2025 Q3	$1.4M	Buy	7,481 +2,090	+39%	+$386K	﹤0.01%	1254
2025 Q2	$904K	Sell	5,391 -22,003	-80%	-$3.22M	﹤0.01%	1412
2025 Q1	$3.53M	Buy	27,394 +577	+2%	+$82.6K	0.01%	787
2024 Q4	$3.9M	Sell	26,817 -4,985	-16%	-$804K	0.01%	773
2024 Q3	$5.07M	Sell	31,802 -1,788	-5%	-$270K	0.01%	744
2024 Q2	$4.77M	Buy	33,590 +19,831	+144%	+$2.62M	0.01%	716
2024 Q1	$1.69M	Sell	13,759 -20,848	-60%	-$2.26M	﹤0.01%	1106
2023 Q4	$3.5M	Buy	34,607 +12,797	+59%	+$1.11M	0.01%	803
2023 Q3	$1.78M	Sell	21,810 -2,303	-10%	-$185K	﹤0.01%	961
2023 Q2	$2.05M	Buy	+24,113	New	+$1.8M	﹤0.01%	890

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Corient Private Wealth increased its SPX Corp (SPXC) stake by 99% in Q2 2026, buying an estimated $490K and bringing the position to 4,510 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Corient Private Wealth first reported a position in SPXC in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.07M in Q3 2024. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

Corient Private Wealth held 4,510 shares of SPX Corp worth $1.11M as of Q2 2026.
Corient Private Wealth bought 2,238 SPX Corp shares in Q2 2026, an estimated $490K.
SPX Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1751 holding.
Corient Private Wealth first reported a position in SPX Corp in Q2 2023 and has held it in 12 quarters since.
Corient Private Wealth's SPX Corp position peaked at $5.07M in Q3 2024.
513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

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