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Beaird Harris Wealth Management’s ORIX IX Stock Holding History

Beaird Harris 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 		$514 Hold
14
– – ﹤0.01% 601
2026
Q1 		$405 Sell
14
-65
-82% -$2.06K ﹤0.01% 581
2025
Q4 		$2.29K Hold
79
– – ﹤0.01% 510
2025
Q3 		$2.05K Buy
79
+14
+22% +$347 ﹤0.01% 511
2025
Q2 		$1.46K Hold
65
– – ﹤0.01% 527
2025
Q1 		$1.36K Hold
65
– – ﹤0.01% 472
2024
Q4 		$1.38K Hold
65
– – ﹤0.01% 466
2024
Q3 		$1.51K Hold
65
– – ﹤0.01% 461
2024
Q2 		$1.45K Hold
65
– – ﹤0.01% 565
2024
Q1 		$1.43K Hold
65
– – ﹤0.01% 504
2023
Q4 		$1.22K Buy
+65
New +$1.18K ﹤0.01% 507

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
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
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beaird Harris Wealth Management's IX Position: Q2 2026 in Review

Beaird Harris Wealth Management held its ORIX (IX) position steady in Q2 2026 at 14 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Beaird Harris Wealth Management first reported a position in IX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29K in Q4 2025. 36 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Beaird Harris Wealth Management held 14 shares of ORIX worth $514 as of Q2 2026.
  • Beaird Harris Wealth Management left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Beaird Harris Wealth Management first reported a position in ORIX in Q4 2023 and has held it in 11 quarters since.
  • Beaird Harris Wealth Management's ORIX position peaked at $2.29K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.