Position in OPTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$274,318
-$73,924 QoQ
Shares Held
211,014
-0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPTU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Corient Private Wealth LLC holds $287,032,437 across 29 Telecom Services names. OPTU ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
2,473,310 | $71,701,256 | |
| 2 | VZ |
Verizon Communications Inc
|
1,311,424 | $65,833,484 | |
| 3 | CMCSA |
Comcast Corp
|
1,947,599 | $55,915,566 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
248,040 | $52,095,840 | |
| 5 | KORE |
KORE Group Holdings, Inc.
|
2,106,023 | $18,996,327 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
87,352 | $2,558,539 | |
| 7 | ECHO |
EchoStar CORP
|
21,774 | $2,549,082 | |
| 8 | AMX |
America Movil Sab De Cv/
|
72,383 | $1,844,318 |
All Filings in OPTU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,318 | 211,014 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348,242 | 211,056 | Shares | Sole | 2026-03-09 | |
| 2025-03-31 | $26,866 | 10,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,341 | 10,100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,249 | 21,646 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $92,956 | 20,208 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||