Aaron Wealth Advisors
IX icon

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
Q3 		$1.19M Sell
31,458
-1,598
-5% -$63.2K 0.06% 210
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
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Aaron Wealth Advisors's IX Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its ORIX (IX) stake by 4.8% in Q3 2026, selling an estimated $63.2K and leaving 31,458 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #210.

Aaron Wealth Advisors first reported a position in IX in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2026. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Aaron Wealth Advisors held 31,458 shares of ORIX worth $1.19M as of Q3 2026.
  • Aaron Wealth Advisors sold 1,598 ORIX shares in Q3 2026, an estimated $63.2K.
  • ORIX made up 0.06% of Aaron Wealth Advisors's portfolio in Q3 2026, its #210 holding.
  • Aaron Wealth Advisors first reported a position in ORIX in Q3 2023 and has held it in 13 quarters since.
  • Aaron Wealth Advisors's ORIX position peaked at $1.26M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.