Bartlett & Co Wealth Management’s ORIX IX Stock Holding History

Bartlett & Co 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	$4.38K	Hold	115	–	–	﹤0.01%	1103
2026 Q1	$3.78K	Hold	115	–	–	﹤0.01%	1049
2025 Q4	$3.36K	Hold	115	–	–	﹤0.01%	1070
2025 Q3	$3K	Hold	115	–	–	﹤0.01%	1063
2025 Q2	$2.59K	Hold	115	–	–	﹤0.01%	1072
2025 Q1	$2.4K	Hold	115	–	–	﹤0.01%	1054
2024 Q4	$2.44K	Hold	115	–	–	﹤0.01%	1027
2024 Q3	$2.67K	Hold	115	–	–	﹤0.01%	1021
2024 Q2	$2.56K	Hold	115	–	–	﹤0.01%	1041
2024 Q1	$2.54K	Hold	115	–	–	﹤0.01%	1025
2023 Q4	$2.14K	Hold	115	–	–	﹤0.01%	1150
2023 Q3	$2.19K	Hold	115	–	–	﹤0.01%	1066
2023 Q2	$2.1K	Hold	115	–	–	﹤0.01%	1060
2023 Q1	$1.92K	Hold	115	–	–	﹤0.01%	984
2022 Q4	$1.85K	Hold	115	–	–	﹤0.01%	1020
2022 Q3	$1.66K	Hold	115	–	–	﹤0.01%	1069
2022 Q2	$1.94K	Hold	115	–	–	﹤0.01%	1182
2022 Q1	$2.34K	Buy	+115	New	+$2.35K	﹤0.01%	991
2021 Q3	–	Sell	-60	Closed	-$1.02K	–	1004
2021 Q2	$1.02K	Hold	60	–	–	﹤0.01%	953
2021 Q1	$1.02K	Hold	60	–	–	﹤0.01%	969
2020 Q4	$928	Buy	+60	New	+$846	﹤0.01%	1057
2019 Q1	–	Sell	-4,000	Closed	-$57.2K	–	745
2018 Q4	$57.2K	Hold	4,000	–	–	﹤0.01%	395
2018 Q3	$64.8K	Sell	4,000 -1,000	-20%	-$16.1K	﹤0.01%	403
2018 Q2	$79K	Hold	5,000	–	–	﹤0.01%	358
2018 Q1	$89.9K	Buy	+5,000	New	+$90.5K	﹤0.01%	337

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

Bartlett & Co Wealth Management's IX Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its ORIX (IX) position steady in Q2 2026 at 115 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Bartlett & Co Wealth Management first reported a position in IX in Q1 2018 and has held it in 25 quarters since. The position peaked at $89.9K in Q1 2018. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Bartlett & Co Wealth Management held 115 shares of ORIX worth $4.38K as of Q2 2026.
Bartlett & Co Wealth Management left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1103 holding.
Bartlett & Co Wealth Management first reported a position in ORIX in Q1 2018 and has held it in 25 quarters since.
Bartlett & Co Wealth Management's ORIX position peaked at $89.9K in Q1 2018.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.