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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bogart Wealth LLC's IX Position: Q1 2026 in Review

Bogart Wealth LLC held its ORIX (IX) position steady in Q1 2026 at 20 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Bogart Wealth LLC first reported a position in IX in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.13K in Q3 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Bogart Wealth LLC held 20 shares of ORIX worth $600 as of Q1 2026.
  • Bogart Wealth LLC left its ORIX share count unchanged in Q1 2026.
  • ORIX made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1538 holding.
  • Bogart Wealth LLC first reported a position in ORIX in Q3 2023 and has held it in 6 quarters since.
  • Bogart Wealth LLC's ORIX position peaked at $3.13K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.