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Abel Hall LLC’s ORIX IX Stock Holding History

Abel Hall LLC’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 		$437K Sell
11,593
-3
-0% -$119 0.08% 265
2026
Q2 		$441K Buy
11,596
+149
+1% +$5.3K 0.08% 289
2026
Q1 		$343K Buy
11,447
+2,341
+26% +$74.3K 0.07% 339
2025
Q4 		$266K Buy
+9,106
New +$241K 0.06% 393

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
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 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

Abel Hall LLC's IX Position: Q3 2026 in Review

Abel Hall LLC reduced its ORIX (IX) stake by 0.03% in Q3 2026, selling an estimated $119 and leaving 11,593 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #265.

Abel Hall LLC first reported a position in IX in Q4 2025 and has held it in 4 quarters since. The position peaked at $441K in Q2 2026. 55 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Abel Hall LLC held 11,593 shares of ORIX worth $437K as of Q3 2026.
  • Abel Hall LLC sold 3 ORIX shares in Q3 2026, an estimated $119.
  • ORIX made up 0.08% of Abel Hall LLC's portfolio in Q3 2026, its #265 holding.
  • Abel Hall LLC first reported a position in ORIX in Q4 2025 and has held it in 4 quarters since.
  • Abel Hall LLC's ORIX position peaked at $441K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.