Position in OPTU
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$403,854
+$129,536 QoQ
Shares Held
278,520
+32.0% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 193 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in OPTU Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Corient Private Wealth LLC holds $166,758,296 across 27 Telecom Services names. OPTU ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,211,282 | $51,285,679 | |
| 2 | T |
At&T Inc.
|
1,955,919 | $40,487,523 | |
| 3 | CMCSA |
Comcast Corp
|
1,246,308 | $30,596,860 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
129,048 | $21,645,220 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
91,710 | $2,949,393 | |
| 6 | LBTYA |
Liberty Global Ltd.
|
222,318 | $2,488,512 | |
| 7 | IRDM |
Iridium Communications Inc.
|
42,460 | $2,328,931 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
44,861 | $1,985,547 |
All Filings in OPTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,854 | 278,520 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||