Corient Private Wealth 13F Holdings & Latest Moves
Corient Private Wealth reported a 13F portfolio worth $69.90B as of Q1 2026. Latest 13F moves (filed May 15, 2026): 16 added, 36 reduced. Largest change by value: reduced $AAPL ($2.99B held).
- 13F value (Q1 2026)
- $69.90B
- New positions
- 0
- Added / reduced
- 16 / 36
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AMD | Added | +88.07K (+16.09%) | 635.43K | $358.95M | +10.2% | +29.0% | — | ||
| $AXP | Added | +18.87K (+2.40%) | 805.71K | $272.53M | -0.5% | +7.0% | — | ||
| $CB | Added | +94.47K (+15.98%) | 685.47K | $233.57M | +1.2% | +1.2% | — | ||
| $CB | Added | +94.47K (+15.98%) | 685.47K | $224.79M | +1.2% | +1.2% | — | ||
| $AMGN | Added | +13.24K (+2.46%) | 550.87K | $198.95M | +4.0% | +7.4% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Reduced | -583.08K (-5.30%) | 10.42M | $2.99B | +2.9% | -1.3% | — | ||
| $AMZN | Reduced | -975.27K (-13.19%) | 6.42M | $1.54B | +0.8% | -6.9% | — | ||
| $AVGO | Reduced | -251.21K (-6.42%) | 3.66M | $1.38B | -2.6% | -7.4% | — | ||
| $BRKB | Reduced | -104.96K (-5.65%) | 1.75M | $855.51M | +0.8% | +2.7% | — | ||
| $CAT | Reduced | -20.53K (-3.65%) | 542.77K | $578M | -0.9% | +5.1% | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AMD | Added | +88.07K (+16.09%) | 635.43K | $358.95M | +10.2% | +29.0% | — | ||
| $AXP | Added | +18.87K (+2.40%) | 805.71K | $272.53M | -0.5% | +7.0% | — | ||
| $CB | Added | +94.47K (+15.98%) | 685.47K | $233.57M | +1.2% | +1.2% | — | ||
| $CB | Added | +94.47K (+15.98%) | 685.47K | $224.79M | +1.2% | +1.2% | — | ||
| $AMGN | Added | +13.24K (+2.46%) | 550.87K | $198.95M | +4.0% | +7.4% | — | ||
| $BAC | Added | +309.37K (+12.97%) | 2.69M | $153.52M | +4.1% | +12.9% | — | ||
| $BAC | Added | +309.37K (+12.97%) | 2.69M | $148.62M | +4.1% | +12.9% | — | ||
| $ACN | Added | +67.12K (+7.82%) | 925.50K | $113.78M | +6.2% | -2.1% | — | ||
| $C | Added | +102.47K (+19.53%) | 627.04K | $87.76M | +1.4% | +14.4% | — | ||
| $BA | Added | +149.42K (+63.84%) | 383.48K | $83.01M | -0.7% | +3.8% | — | ||
| $ALL | Added | +6.61K (+2.64%) | 256.85K | $61.95M | -0.4% | +2.6% | — | ||
| $ALL | Added | +6.61K (+2.64%) | 256.85K | $56.28M | -0.4% | +2.6% | — | ||
| $BK | Added | +60.75K (+23.64%) | 317.80K | $43.59M | +3.1% | +5.5% | — | ||
| $CAH | Added | +66.65K (+77.30%) | 152.88K | $36.32M | +2.8% | +16.0% | — | ||
| $APO | Added | +14.88K (+5.43%) | 288.85K | $34.17M | -4.7% | +1.0% | — | ||
| $CAH | Added | +66.65K (+77.30%) | 152.88K | $33.81M | +2.8% | +16.0% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Reduced | -583.08K (-5.30%) | 10.42M | $2.99B | +2.9% | -1.3% | — | ||
| $AMZN | Reduced | -975.27K (-13.19%) | 6.42M | $1.54B | +0.8% | -6.9% | — | ||
| $AVGO | Reduced | -251.21K (-6.42%) | 3.66M | $1.38B | -2.6% | -7.4% | — | ||
| $BRKB | Reduced | -104.96K (-5.65%) | 1.75M | $855.51M | +0.8% | +2.7% | — | ||
| $CAT | Reduced | -20.53K (-3.65%) | 542.77K | $578M | -0.9% | +5.1% | — | ||
| $ABBV | Reduced | -186.59K (-7.81%) | 2.20M | $556.63M | +2.5% | +5.3% | — | ||
| $ASML | Reduced | -24.59K (-10.88%) | 201.51K | $397.79M | +8.7% | +26.0% | — | ||
| $AMAT | Reduced | -37.73K (-10.53%) | 320.67K | $224.27M | -0.9% | +34.3% | — | ||
| $CASY | Reduced | -15.41K (-7.24%) | 197.51K | $181.09M | -3.3% | +2.3% | — | ||
| $AMAT | Reduced | -37.73K (-10.53%) | 320.67K | $177.17M | -0.9% | +34.3% | — | ||
| $BRKA | Reduced | -17 (-7.20%) | 219 | $160.65M | +0.7% | +2.5% | — | ||
| $CASY | Reduced | -15.41K (-7.24%) | 197.51K | $151.79M | -3.3% | +2.3% | — | ||
| $ABT | Reduced | -441K (-20.92%) | 1.67M | $151.55M | +3.5% | +5.0% | — | ||
| $ADI | Reduced | -93.73K (-22.03%) | 331.79K | $131.78M | -4.9% | +2.7% | — | ||
| $BKNG | Reduced | -43.08K (-6.30%) | 640.55K | $114.17M | +4.5% | +13.6% | — | ||
| $AMT | Reduced | -32.70K (-5.64%) | 546.83K | $103.51M | +7.7% | +9.9% | — | ||
| $BN | Reduced | -2.56M (-52.37%) | 2.33M | $99.23M | -0.4% | +0.5% | — | ||
| $BLK | Reduced | -12.98K (-11.20%) | 102.88K | $98.93M | -0.8% | -3.1% | — | ||
| $APH | Reduced | -148.25K (-21.91%) | 528.53K | $93.19M | +5.6% | +26.9% | — | ||
| $ADP | Reduced | -13.62K (-3.22%) | 408.76K | $91.60M | +5.0% | +4.9% | — | ||
| $ADP | Reduced | -13.62K (-3.22%) | 408.76K | $90.93M | +5.0% | +4.9% | — | ||
| $AMT | Reduced | -32.70K (-5.64%) | 546.83K | $90.11M | +7.7% | +9.9% | — | ||
| $APD | Reduced | -9.41K (-3.68%) | 246.06K | $72.96M | -2.0% | -4.2% | — | ||
| $APP | Reduced | -6.66K (-4.61%) | 137.92K | $71.17M | -3.9% | +4.0% | — | ||
| $BXSL | Reduced | -472.75K (-15.77%) | 2.53M | $60.36M | — | ||||
| $BXSL | Reduced | -472.75K (-15.77%) | 2.53M | $59.88M | — | ||||
| $BR | Reduced | -69.78K (-14.95%) | 397.02K | $57.51M | +3.3% | -1.3% | — | ||
| $AFL | Reduced | -82.11K (-15.10%) | 461.78K | $54.81M | +1.4% | +0.6% | — | ||
| $BR | Reduced | -69.78K (-14.95%) | 397.02K | $54.37M | +3.3% | -1.3% | — | ||
| $BX | Reduced | -26.15K (-6.22%) | 394.04K | $46.37M | +0.5% | +5.7% | — | ||
| $CDNS | Reduced | -184.79K (-61.62%) | 115.09K | $43.68M | +7.6% | +13.6% | — | ||
| $CDNS | Reduced | -184.79K (-61.62%) | 115.09K | $43.20M | +7.6% | +13.6% | — | ||
| $ARES | Reduced | -308.72K (-49.15%) | 319.40K | $42.42M | +0.8% | +9.7% | — | ||
| $BAM | Reduced | -486.07K (-35.04%) | 901.30K | $40.42M | 0.0% | +1.6% | — | ||
| $ANET | Reduced | -268.67K (-53.65%) | 232.15K | $39.18M | +8.5% | +19.1% | — | ||
| $ARES | Reduced | -308.72K (-49.15%) | 319.40K | $35.55M | +0.8% | +9.7% | — |
All tracked 13F moves by Corient Private Wealth
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CAT | Reduced | -20.53K (-3.65%) | 542.77K | $578M | -0.9% | +5.1% | — | ||
| $CASY | Reduced | -15.41K (-7.24%) | 197.51K | $181.09M | -3.3% | +2.3% | — | ||
| $CASY | Reduced | -15.41K (-7.24%) | 197.51K | $151.79M | -3.3% | +2.3% | — | ||
| $AVGO | Reduced | -251.21K (-6.42%) | 3.66M | $1.38B | -2.6% | -7.4% | — | ||
| $BRKB | Reduced | -104.96K (-5.65%) | 1.75M | $855.51M | +0.8% | +2.7% | — | ||
| $BRKA | Reduced | -17 (-7.20%) | 219 | $160.65M | +0.7% | +2.5% | — | ||
| $BKNG | Reduced | -43.08K (-6.30%) | 640.55K | $114.17M | +4.5% | +13.6% | — | ||
| $BX | Reduced | -26.15K (-6.22%) | 394.04K | $46.37M | +0.5% | +5.7% | — | ||
| $ADP | Reduced | -13.62K (-3.22%) | 408.76K | $90.93M | +5.0% | +4.9% | — | ||
| $APP | Reduced | -6.66K (-4.61%) | 137.92K | $71.17M | -3.9% | +4.0% | — | ||
| $AAPL | Reduced | -583.08K (-5.30%) | 10.42M | $2.99B | +2.9% | -1.3% | — | ||
| $AMT | Reduced | -32.70K (-5.64%) | 546.83K | $103.51M | +7.7% | +9.9% | — | ||
| $AMT | Reduced | -32.70K (-5.64%) | 546.83K | $90.11M | +7.7% | +9.9% | — | ||
| $APD | Reduced | -9.41K (-3.68%) | 246.06K | $72.96M | -2.0% | -4.2% | — | ||
| $ADP | Reduced | -13.62K (-3.22%) | 408.76K | $91.60M | +5.0% | +4.9% | — | ||
| $ABBV | Reduced | -186.59K (-7.81%) | 2.20M | $556.63M | +2.5% | +5.3% | — | ||
| $CDNS | Reduced | -184.79K (-61.62%) | 115.09K | $43.68M | +7.6% | +13.6% | — | ||
| $CDNS | Reduced | -184.79K (-61.62%) | 115.09K | $43.20M | +7.6% | +13.6% | — | ||
| $BXSL | Reduced | -472.75K (-15.77%) | 2.53M | $60.36M | — | ||||
| $BN | Reduced | -2.56M (-52.37%) | 2.33M | $99.23M | -0.4% | +0.5% | — | ||
| $BAM | Reduced | -486.07K (-35.04%) | 901.30K | $40.42M | 0.0% | +1.6% | — | ||
| $BR | Reduced | -69.78K (-14.95%) | 397.02K | $54.37M | +3.3% | -1.3% | — | ||
| $BR | Reduced | -69.78K (-14.95%) | 397.02K | $57.51M | +3.3% | -1.3% | — | ||
| $BXSL | Reduced | -472.75K (-15.77%) | 2.53M | $59.88M | — | ||||
| $BLK | Reduced | -12.98K (-11.20%) | 102.88K | $98.93M | -0.8% | -3.1% | — | ||
| $ASML | Reduced | -24.59K (-10.88%) | 201.51K | $397.79M | +8.7% | +26.0% | — | ||
| $ANET | Reduced | -268.67K (-53.65%) | 232.15K | $39.18M | +8.5% | +19.1% | — | ||
| $ARES | Reduced | -308.72K (-49.15%) | 319.40K | $35.55M | +0.8% | +9.7% | — | ||
| $ARES | Reduced | -308.72K (-49.15%) | 319.40K | $42.42M | +0.8% | +9.7% | — | ||
| $AMAT | Reduced | -37.73K (-10.53%) | 320.67K | $224.27M | -0.9% | +34.3% | — | ||
| $ADI | Reduced | -93.73K (-22.03%) | 331.79K | $131.78M | -4.9% | +2.7% | — | ||
| $APH | Reduced | -148.25K (-21.91%) | 528.53K | $93.19M | +5.6% | +26.9% | — | ||
| $AMZN | Reduced | -975.27K (-13.19%) | 6.42M | $1.54B | +0.8% | -6.9% | — | ||
| $AMAT | Reduced | -37.73K (-10.53%) | 320.67K | $177.17M | -0.9% | +34.3% | — | ||
| $AFL | Reduced | -82.11K (-15.10%) | 461.78K | $54.81M | +1.4% | +0.6% | — | ||
| $ABT | Reduced | -441K (-20.92%) | 1.67M | $151.55M | +3.5% | +5.0% | — | ||
| $BA | Added | +149.42K (+63.84%) | 383.48K | $83.01M | -0.7% | +3.8% | — | ||
| $ALL | Added | +6.61K (+2.64%) | 256.85K | $61.95M | -0.4% | +2.6% | — | ||
| $C | Added | +102.47K (+19.53%) | 627.04K | $87.76M | +1.4% | +14.4% | — | ||
| $CB | Added | +94.47K (+15.98%) | 685.47K | $233.57M | +1.2% | +1.2% | — | ||
| $CB | Added | +94.47K (+15.98%) | 685.47K | $224.79M | +1.2% | +1.2% | — | ||
| $CAH | Added | +66.65K (+77.30%) | 152.88K | $36.32M | +2.8% | +16.0% | — | ||
| $CAH | Added | +66.65K (+77.30%) | 152.88K | $33.81M | +2.8% | +16.0% | — | ||
| $BK | Added | +60.75K (+23.64%) | 317.80K | $43.59M | +3.1% | +5.5% | — | ||
| $BAC | Added | +309.37K (+12.97%) | 2.69M | $153.52M | +4.1% | +12.9% | — | ||
| $BAC | Added | +309.37K (+12.97%) | 2.69M | $148.62M | +4.1% | +12.9% | — | ||
| $APO | Added | +14.88K (+5.43%) | 288.85K | $34.17M | -4.7% | +1.0% | — | ||
| $AMGN | Added | +13.24K (+2.46%) | 550.87K | $198.95M | +4.0% | +7.4% | — | ||
| $AXP | Added | +18.87K (+2.40%) | 805.71K | $272.53M | -0.5% | +7.0% | — | ||
| $ALL | Added | +6.61K (+2.64%) | 256.85K | $56.28M | -0.4% | +2.6% | — | ||
| $AMD | Added | +88.07K (+16.09%) | 635.43K | $358.95M | +10.2% | +29.0% | — | ||
| $ACN | Added | +67.12K (+7.82%) | 925.50K | $113.78M | +6.2% | -2.1% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Corient Private Wealth holds or traded
Frequently asked questions
What did Corient Private Wealth buy and sell in its latest 13F?
It opened or added to $AMD, $AXP, $CB, $CB and $AMGN; it cut or exited $AAPL, $AMZN, $AVGO, $BRKB and $CAT.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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