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Abacus Wealth Partners’s ORIX IX Stock Holding History

Abacus Wealth Partners’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 		$301K Sell
7,912
-45
-0.6% -$1.6K 0.03% 235
2026
Q1 		$239K Hold
7,957
– – 0.02% 425
2025
Q4 		$233K Buy
+7,957
New +$211K 0.02% 430

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

Abacus Wealth Partners's IX Position: Q2 2026 in Review

Abacus Wealth Partners reduced its ORIX (IX) stake by 0.57% in Q2 2026, selling an estimated $1.6K and leaving 7,912 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #235.

Abacus Wealth Partners first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Abacus Wealth Partners held 7,912 shares of ORIX worth $301K as of Q2 2026.
  • Abacus Wealth Partners sold 45 ORIX shares in Q2 2026, an estimated $1.6K.
  • ORIX made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • Abacus Wealth Partners first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.