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

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

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. 320 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.
320 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.