Aprio Wealth Management’s ORIX IX Stock Holding History

Aprio 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	$383K	Buy	+10,071	New	+$358K	0.02%	447

Other funds holding IX

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

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

Aprio Wealth Management opened a new position in ORIX (IX) in Q2 2026: 10,071 shares worth $383K. The stake represents 0.02% of the portfolio and ranks #447 among its holdings.

113 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Aprio Wealth Management held 10,071 shares of ORIX worth $383K as of Q2 2026.
ORIX was a new Aprio Wealth Management position in Q2 2026.
ORIX made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #447 holding.
113 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.