Abound Wealth Management’s ORIX IX Stock Holding History

Abound Wealth Management’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	$723	Sell	19 -1	-5%	-$36	﹤0.01%	881
2026 Q1	$600	Hold	20	–	–	﹤0.01%	1036
2025 Q4	$585	Hold	20	–	–	﹤0.01%	944
2025 Q3	$523	Hold	20	–	–	﹤0.01%	929
2025 Q2	$451	Hold	20	–	–	﹤0.01%	869
2025 Q1	$418	Sell	20 -10	-33%	-$210	﹤0.01%	835
2024 Q4	$638	Sell	30 -15	-33%	-$329	﹤0.01%	772
2024 Q3	$1.04K	Sell	45 -10	-18%	-$235	﹤0.01%	779
2024 Q2	$1.23K	Hold	55	–	–	﹤0.01%	701
2024 Q1	$1.21K	Hold	55	–	–	﹤0.01%	751
2023 Q4	$1.03K	Buy	55 +10	+22%	+$182	﹤0.01%	770
2023 Q3	$845	Hold	45	–	–	﹤0.01%	729
2023 Q2	$821	Buy	+45	New	+$780	﹤0.01%	761

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Abound Wealth Management's IX Position: Q2 2026 in Review

Abound Wealth Management reduced its ORIX (IX) stake by 5% in Q2 2026, selling an estimated $36 and leaving 19 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Abound Wealth Management first reported a position in IX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.23K in Q2 2024. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Abound Wealth Management held 19 shares of ORIX worth $723 as of Q2 2026.
Abound Wealth Management sold 1 ORIX share in Q2 2026, an estimated $36.
ORIX made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #881 holding.
Abound Wealth Management first reported a position in ORIX in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's ORIX position peaked at $1.23K in Q2 2024.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.