Corient Private Wealth’s Smith & Wesson SWBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$769K Buy
51,116
+34,562
+209% +$519K ﹤0.01% 1950
2026
Q1
$237K Buy
16,554
+869
+6% +$10.6K ﹤0.01% 2453
2025
Q4
$155K Buy
15,685
+481
+3% +$4.64K ﹤0.01% 2470
2025
Q3
$149K Buy
+15,204
New +$130K ﹤0.01% 2393
2024
Q4
Sell
-10,000
Closed -$130K 2532
2024
Q3
$130K Buy
+10,000
New +$144K ﹤0.01% 2287

Other funds holding SWBI

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

Corient Private Wealth increased its Smith & Wesson (SWBI) stake by 209% in Q2 2026, buying an estimated $519K and bringing the position to 51,116 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Corient Private Wealth first reported a position in SWBI in Q3 2024 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Corient Private Wealth held 51,116 shares of Smith & Wesson worth $769K as of Q2 2026.
  • Corient Private Wealth bought 34,562 Smith & Wesson shares in Q2 2026, an estimated $519K.
  • Smith & Wesson made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1950 holding.
  • Corient Private Wealth first reported a position in Smith & Wesson in Q3 2024 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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