Blue Trust Inc
IX icon

Blue Trust Inc’s ORIX IX Stock Holding History

Blue Trust Inc’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 		$47.4K Buy
1,257
+34
+3% +$1.34K ﹤0.01% 1248
2026
Q2 		$46.5K Buy
1,223
+1
+0.1% +$36 ﹤0.01% 1376
2026
Q1 		$36.6K Sell
1,222
-180
-13% -$5.71K ﹤0.01% 1451
2025
Q4 		$41K Sell
1,402
-132
-9% -$3.5K ﹤0.01% 1428
2025
Q3 		$40.1K Buy
1,534
+269
+21% +$6.67K ﹤0.01% 1481
2025
Q2 		$28.5K Buy
1,265
+180
+17% +$3.7K ﹤0.01% 1592
2025
Q1 		$22.7K Sell
1,085
-10
-0.9% -$210 ﹤0.01% 1612
2024
Q4 		$23.3K Sell
1,095
-21,900
-95% -$480K ﹤0.01% 1564
2024
Q3 		$512K Buy
22,995
+14,980
+187% +$352K 0.01% 459
2024
Q2 		$177K Buy
8,015
+6,925
+635% +$148K ﹤0.01% 757
2024
Q1 		$24K Sell
1,090
-1,975
-64% -$40.1K ﹤0.01% 1161
2023
Q4 		$57K Buy
3,065
+1,590
+108% +$28.9K ﹤0.01% 878
2023
Q3 		$27K Buy
1,475
+465
+46% +$8.69K ﹤0.01% 1073
2023
Q2 		$16K Sell
1,010
-1,970
-66% -$34.1K ﹤0.01% 1133
2023
Q1 		$48K Buy
2,980
+1,605
+117% +$27.5K ﹤0.01% 1053
2022
Q4 		$19K Sell
1,375
-175
-11% -$2.66K ﹤0.01% 1310
2022
Q3 		$26K Buy
1,550
+950
+158% +$15.5K ﹤0.01% 983
2022
Q2 		$12K Buy
+600
New +$10.9K ﹤0.01% 1141

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Blue Trust Inc's IX Position: Q3 2026 in Review

Blue Trust Inc increased its ORIX (IX) stake by 2.8% in Q3 2026, buying an estimated $1.34K and bringing the position to 1,257 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Blue Trust Inc first reported a position in IX in Q2 2022 and has held it in 18 quarters since. The position peaked at $512K in Q3 2024. 55 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Blue Trust Inc held 1,257 shares of ORIX worth $47.4K as of Q3 2026.
  • Blue Trust Inc bought 34 ORIX shares in Q3 2026, an estimated $1.34K.
  • ORIX made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1248 holding.
  • Blue Trust Inc first reported a position in ORIX in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's ORIX position peaked at $512K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.