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Bogart Wealth LLC’s ORIX IX Stock Holding History

Bogart Wealth LLC’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 		$1.14K Buy
30
+10
+50% +$356 ﹤0.01% 1588
2026
Q1 		$600 Hold
20
– – ﹤0.01% 1538
2025
Q4 		$584 Sell
20
-100
-83% -$2.65K ﹤0.01% 1412
2025
Q3 		$3.13K Hold
120
– – ﹤0.01% 1061
2025
Q2 		$2.7K Buy
120
+60
+100% +$1.23K ﹤0.01% 1050
2025
Q1 		$1.25K Buy
+60
New +$1.26K ﹤0.01% 1150
2023
Q4 		– Sell
-20
Closed -$376 – 1098
2023
Q3 		$376 Buy
+20
New +$374 ﹤0.01% 1023

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bogart Wealth LLC's IX Position: Q2 2026 in Review

Bogart Wealth LLC increased its ORIX (IX) stake by 50% in Q2 2026, buying an estimated $356 and bringing the position to 30 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Bogart Wealth LLC first reported a position in IX in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.13K in Q3 2025. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Bogart Wealth LLC held 30 shares of ORIX worth $1.14K as of Q2 2026.
  • Bogart Wealth LLC bought 10 ORIX shares in Q2 2026, an estimated $356.
  • ORIX made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1588 holding.
  • Bogart Wealth LLC first reported a position in ORIX in Q3 2023 and has held it in 7 quarters since.
  • Bogart Wealth LLC's ORIX position peaked at $3.13K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.