Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ORIX IX Stock Holding History

Carson Wealth (CWM 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 		$1.73M Sell
57,631
-13,862
-19% -$440K ﹤0.01% 1263
2025
Q4 		$2.09M Sell
71,493
-22,420
-24% -$594K 0.01% 1133
2025
Q3 		$2.45M Buy
93,913
+51,595
+122% +$1.28M 0.01% 1005
2025
Q2 		$953K Buy
42,318
+38,365
+971% +$788K ﹤0.01% 1259
2025
Q1 		$83K Sell
3,953
-467
-11% -$9.79K ﹤0.01% 2580
2024
Q4 		$94K Sell
4,420
-265
-6% -$5.81K ﹤0.01% 2319
2024
Q3 		$109K Sell
4,685
-95
-2% -$2.23K ﹤0.01% 2149
2024
Q2 		$106K Buy
4,780
+465
+11% +$9.93K ﹤0.01% 1940
2024
Q1 		$95K Buy
4,315
+255
+6% +$5.18K ﹤0.01% 1909
2023
Q4 		$76K Buy
4,060
+495
+14% +$9K ﹤0.01% 1915
2023
Q3 		$67K Buy
3,565
+365
+11% +$6.82K ﹤0.01% 1887
2023
Q2 		$58K Sell
3,200
-15
-0.5% -$260 ﹤0.01% 1874
2023
Q1 		$53K Buy
3,215
+770
+31% +$13.2K ﹤0.01% 1837
2022
Q4 		$39K Buy
2,445
+880
+56% +$13.4K ﹤0.01% 1896
2022
Q3 		$22K Buy
1,565
+375
+32% +$6.12K ﹤0.01% 2166
2022
Q2 		$20K Sell
1,190
-830
-41% -$15.1K ﹤0.01% 2109
2022
Q1 		$40K Buy
2,020
+820
+68% +$16.8K ﹤0.01% 1702
2021
Q4 		$24K Buy
+1,200
New +$23.9K ﹤0.01% 1887
2021
Q2 		$6K Hold
355
– – ﹤0.01% 2299
2021
Q1 		$6K Hold
355
– – ﹤0.01% 2299
2020
Q4 		$6K Hold
355
– – ﹤0.01% 2298
2020
Q3 		$6K Hold
355
– – ﹤0.01% 2298
2020
Q2 		$6K Hold
355
– – ﹤0.01% 2298
2020
Q1 		$6K Hold
355
– – ﹤0.01% 2298
2019
Q4 		$6K Hold
355
– – ﹤0.01% 2298
2019
Q3 		$6K Hold
355
– – ﹤0.01% 2298
2019
Q2 		$6K Hold
355
– – ﹤0.01% 2298
2019
Q1 		$6K Sell
355
-105
-23% -$1.55K ﹤0.01% 2298
2018
Q4 		$7K Buy
+460
New +$7.21K ﹤0.01% 1446

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

Carson Wealth (CWM LLC)'s IX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ORIX (IX) stake by 19% in Q1 2026, selling an estimated $440K and leaving 57,631 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Carson Wealth (CWM LLC) first reported a position in IX in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.45M in Q3 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 57,631 shares of ORIX worth $1.73M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,862 ORIX shares in Q1 2026, an estimated $440K.
  • ORIX made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1263 holding.
  • Carson Wealth (CWM LLC) first reported a position in ORIX in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s ORIX position peaked at $2.45M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.