AWA
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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Aaron Wealth Advisors's IX Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its ORIX (IX) stake by 2.8% in Q2 2026, selling an estimated $33.6K and leaving 33,056 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #195.

Aaron Wealth Advisors first reported a position in IX in Q3 2023 and has held it in 12 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Aaron Wealth Advisors held 33,056 shares of ORIX worth $1.26M as of Q2 2026.
  • Aaron Wealth Advisors sold 945 ORIX shares in Q2 2026, an estimated $33.6K.
  • ORIX made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Aaron Wealth Advisors first reported a position in ORIX in Q3 2023 and has held it in 12 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.