Aaron Wealth Advisors’s ORIX IX Stock Holding History

Aaron Wealth Advisors’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	33,056 -945	-3%	-$33.6K	0.06%	195
2026 Q1	$1.02M	Buy	34,001 +10,465	+44%	+$332K	0.06%	217
2025 Q4	$688K	Buy	23,536 +2,153	+10%	+$57K	0.04%	347
2025 Q3	$559K	Sell	21,383 -4,587	-18%	-$114K	0.03%	381
2025 Q2	$585K	Buy	25,970 +3,913	+18%	+$80.3K	0.06%	205
2025 Q1	$461K	Buy	22,057 +1,117	+5%	+$23.4K	0.05%	233
2024 Q4	$445K	Buy	20,940 +1,295	+7%	+$28.4K	0.05%	228
2024 Q3	$456K	Buy	19,645 +1,345	+7%	+$31.6K	0.05%	205
2024 Q2	$407K	Buy	18,300 +900	+5%	+$19.2K	0.06%	190
2024 Q1	$383K	Buy	17,400 +5,025	+41%	+$102K	0.06%	190
2023 Q4	$231K	Buy	12,375 +645	+5%	+$11.7K	0.04%	222
2023 Q3	$220K	Buy	+11,730	New	+$219K	0.03%	234

Other funds holding IX

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return