Position in IOT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,226,599
-$378,816 QoQ
Shares Held
37,823
-25.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 542 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 68%
Shared 1%
None 31%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $2,990,244,447 across 62 Software - Infrastructure names. IOT ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,476,562 | $2,042,867,156 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,111,104 | $378,908,686 | |
| 3 | ORCL |
Oracle Corp
|
1,270,385 | $186,174,921 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
459,622 | $53,624,098 | |
| 5 | NET |
Cloudflare, Inc.
|
208,879 | $51,233,841 | |
| 6 | FTNT |
Fortinet, Inc.
|
211,837 | $32,542,399 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
144,764 | $27,618,799 | |
| 8 | FFIV |
F5, Inc.
|
50,745 | $21,107,890 |
All Filings in IOT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,599 | 37,823 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,605,415 | 50,660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,396,091 | 39,382 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $734,681 | 19,723 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,568,008 | 39,417 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,275,890 | 33,287 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,670,225 | 38,229 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,830,917 | 38,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,269,040 | 37,657 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,524,146 | 40,332 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,101,540 | 33,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,260,500 | 50,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,524,050 | 55,000 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||