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Cassaday & Co Wealth Management’s ORIX IX Stock Holding History

Cassaday & Co 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
Q2 		$381 Hold
10
– – ﹤0.01% 1158
2026
Q1 		$300 Buy
+10
New +$317 ﹤0.01% 1229

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

Cassaday & Co Wealth Management's IX Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its ORIX (IX) position steady in Q2 2026 at 10 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Cassaday & Co Wealth Management first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Cassaday & Co Wealth Management held 10 shares of ORIX worth $381 as of Q2 2026.
  • Cassaday & Co Wealth Management left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1158 holding.
  • Cassaday & Co Wealth Management first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.