Aprio Wealth Management
IX icon

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
Q3 		$414K Buy
10,991
+920
+9% +$36.4K 0.02% 449
2026
Q2 		$383K Buy
+10,071
New +$358K 0.02% 447

Other funds holding IX

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Aprio Wealth Management's IX Position: Q3 2026 in Review

Aprio Wealth Management increased its ORIX (IX) stake by 9.1% in Q3 2026, buying an estimated $36.4K and bringing the position to 10,991 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #449.

Aprio Wealth Management first reported a position in IX in Q2 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Aprio Wealth Management held 10,991 shares of ORIX worth $414K as of Q3 2026.
  • Aprio Wealth Management bought 920 ORIX shares in Q3 2026, an estimated $36.4K.
  • ORIX made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #449 holding.
  • Aprio Wealth Management first reported a position in ORIX in Q2 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.