Atlas Capital Advisors’s ORIX IX Stock Holding History

Atlas Capital Advisors’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	$386K	Buy	10,153 +926	+10%	+$32.9K	0.04%	333
2026 Q1	$277K	Buy	9,227 +8,259	+853%	+$262K	0.03%	363
2025 Q4	$28.3K	Buy	+968	New	+$25.6K	﹤0.01%	692
2025 Q2	$11K	Sell	490 -2,340	-83%	-$48K	﹤0.01%	768
2025 Q1	$59.1K	Buy	2,830 +145	+5%	+$3.04K	0.01%	607
2024 Q4	$57K	Sell	2,685 -400	-13%	-$8.77K	0.01%	589
2024 Q3	$71.6K	Buy	3,085 +205	+7%	+$4.82K	0.01%	530
2024 Q2	$64.1K	Sell	2,880 -205	-7%	-$4.38K	0.01%	555
2024 Q1	$68K	Buy	3,085 +205	+7%	+$4.17K	0.01%	532
2023 Q4	$53.8K	Buy	2,880 +2,315	+410%	+$42.1K	0.01%	578
2023 Q3	$10.6K	Buy	+565	New	+$10.6K	﹤0.01%	700
2022 Q3	–	Sell	-310	Closed	-$5.22K	–	960
2022 Q2	$5.22K	Buy	+310	New	+$5.63K	﹤0.01%	843

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

Atlas Capital Advisors's IX Position: Q2 2026 in Review

Atlas Capital Advisors increased its ORIX (IX) stake by 10% in Q2 2026, buying an estimated $32.9K and bringing the position to 10,153 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #333.

Atlas Capital Advisors first reported a position in IX in Q2 2022 and has held it in 12 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Atlas Capital Advisors held 10,153 shares of ORIX worth $386K as of Q2 2026.
Atlas Capital Advisors bought 926 ORIX shares in Q2 2026, an estimated $32.9K.
ORIX made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #333 holding.
Atlas Capital Advisors first reported a position in ORIX in Q2 2022 and has held it in 12 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.