Arax Advisory Partners’s ORIX IX Stock Holding History

Arax Advisory 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	$337K	Buy	8,866 +8,152	+1,142%	+$290K	﹤0.01%	1902
2026 Q1	$21.4K	Sell	714 -1,334	-65%	-$42.3K	﹤0.01%	2077
2025 Q4	$59.8K	Sell	2,048 -6,185	-75%	-$164K	﹤0.01%	1522
2025 Q3	$215K	Buy	8,233 +7,016	+576%	+$174K	﹤0.01%	1234
2025 Q2	$40.1K	Buy	1,217 +1,072	+739%	+$22K	﹤0.01%	1342
2025 Q1	$3.03K	Buy	+145	New	+$3.04K	﹤0.01%	1953

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

Arax Advisory Partners's IX Position: Q2 2026 in Review

Arax Advisory Partners increased its ORIX (IX) stake by 1,142% in Q2 2026, buying an estimated $290K and bringing the position to 8,866 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Arax Advisory Partners first reported a position in IX in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Arax Advisory Partners held 8,866 shares of ORIX worth $337K as of Q2 2026.
Arax Advisory Partners bought 8,152 ORIX shares in Q2 2026, an estimated $290K.
ORIX made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1902 holding.
Arax Advisory Partners first reported a position in ORIX in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.