Corient Private Wealth
STEM icon

Corient Private Wealth’s Stem STEM Stock Holding History

Corient Private Wealth’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$7.01K – 2530
2025
Q1 		$7.01K Hold
1,000
– – ﹤0.01% 2269
2024
Q4 		$12.1K Sell
1,000
-457
-31% -$3.93K ﹤0.01% 2318
2024
Q3 		$10.1K Buy
+1,457
New +$22.9K ﹤0.01% 2442

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth's STEM Position: Q2 2025 in Review

Corient Private Wealth sold out of Stem (STEM) in Q2 2025, closing a stake of 1,000 shares — an estimated $7.01K sold.

Corient Private Wealth first reported a position in STEM in Q3 2024 and held it in 3 quarters. The position peaked at $12.1K in Q4 2024. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Corient Private Wealth reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 1,000 Stem shares in Q2 2025, an estimated $7.01K.
  • Corient Private Wealth first reported a position in Stem in Q3 2024 and held it in 3 quarters.
  • Corient Private Wealth's Stem position peaked at $12.1K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.