Corient Private Wealth
XYZ

Corient Private Wealth’s Block Inc XYZ Stock Holding History

Corient Private Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Buy
188,755
+37,156
+25% +$2.61M 0.02% 528
2026
Q1 		$9.09M Buy
151,599
+122,654
+424% +$7.46M 0.01% 653
2025
Q4 		$1.88M Buy
28,945
+3,598
+14% +$248K ﹤0.01% 1182
2025
Q3 		$1.83M Buy
25,347
+2,382
+10% +$178K ﹤0.01% 1103
2025
Q2 		$1.56M Sell
22,965
-4,810
-17% -$280K ﹤0.01% 1152
2025
Q1 		$1.51M Sell
27,775
-1,751
-6% -$131K ﹤0.01% 1088
2024
Q4 		$2.51M Sell
29,526
-5,864
-17% -$481K ﹤0.01% 911
2024
Q3 		$2.38M Buy
35,390
+10,027
+40% +$648K ﹤0.01% 1021
2024
Q2 		$1.64M Sell
25,363
-3,149
-11% -$220K ﹤0.01% 1117
2024
Q1 		$2.41M Sell
28,512
-38
-0.1% -$2.75K ﹤0.01% 944
2023
Q4 		$2.21M Sell
28,550
-2,345
-8% -$133K ﹤0.01% 957
2023
Q3 		$1.36M Buy
30,895
+1,604
+5% +$99.3K ﹤0.01% 1071
2023
Q2 		$1.95M Sell
29,291
-9,167
-24% -$573K ﹤0.01% 909
2023
Q1 		$2.64M Buy
38,458
+7,865
+26% +$589K 0.01% 760
2022
Q4 		$1.91M Buy
+30,593
New +$1.89M 0.01% 718

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Corient Private Wealth increased its Block Inc (XYZ) stake by 25% in Q2 2026, buying an estimated $2.61M and bringing the position to 188,755 shares worth $14.3M. The position accounts for 0.02% of the portfolio, ranked #528.

Corient Private Wealth first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Corient Private Wealth held 188,755 shares of Block Inc worth $14.3M as of Q2 2026.
  • Corient Private Wealth bought 37,156 Block Inc shares in Q2 2026, an estimated $2.61M.
  • Block Inc made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #528 holding.
  • Corient Private Wealth first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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