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Calamos Wealth Management’s ORIX IX Stock Holding History

Calamos 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
Q1 		$4.9M Buy
163,340
+22,938
+16% +$728K 0.17% 94
2025
Q4 		$4.1M Buy
+140,402
New +$3.72M 0.14% 88

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

Calamos Wealth Management's IX Position: Q1 2026 in Review

Calamos Wealth Management increased its ORIX (IX) stake by 16% in Q1 2026, buying an estimated $728K and bringing the position to 163,340 shares worth $4.9M. The position accounts for 0.17% of the portfolio, ranked #94.

Calamos Wealth Management first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Calamos Wealth Management held 163,340 shares of ORIX worth $4.9M as of Q1 2026.
  • Calamos Wealth Management bought 22,938 ORIX shares in Q1 2026, an estimated $728K.
  • ORIX made up 0.17% of Calamos Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Calamos Wealth Management first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.