BWM
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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
Q2 		$327K Buy
+8,584
New +$305K 0.08% 188

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Baron Wealth Management opened a new position in ORIX (IX) in Q2 2026: 8,584 shares worth $327K. The stake represents 0.08% of the portfolio and ranks #188 among its holdings.

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

  • Baron Wealth Management held 8,584 shares of ORIX worth $327K as of Q2 2026.
  • ORIX was a new Baron Wealth Management position in Q2 2026.
  • ORIX made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #188 holding.
  • 93 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.