Baron Wealth Management
IX icon

Baron Wealth Management’s ORIX IX Stock Holding History

Baron 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 		$269K Sell
7,144
-1,440
-17% -$57K 0.07% 222
2026
Q2 		$327K Buy
+8,584
New +$305K 0.08% 188

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

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

Baron Wealth Management reduced its ORIX (IX) stake by 17% in Q3 2026, selling an estimated $57K and leaving 7,144 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #222.

Baron Wealth Management first reported a position in IX in Q2 2026 and has held it in 2 quarters since. The position peaked at $327K in Q2 2026. 171 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Baron Wealth Management held 7,144 shares of ORIX worth $269K as of Q3 2026.
  • Baron Wealth Management sold 1,440 ORIX shares in Q3 2026, an estimated $57K.
  • ORIX made up 0.07% of Baron Wealth Management's portfolio in Q3 2026, its #222 holding.
  • Baron Wealth Management first reported a position in ORIX in Q2 2026 and has held it in 2 quarters since.
  • Baron Wealth Management's ORIX position peaked at $327K in Q2 2026.
  • 171 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.