Cerity Partners
IX icon

Cerity Partners’s ORIX IX Stock Holding History

Cerity Partners’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 		$3.69M Buy
122,992
+15,885
+15% +$504K 0.01% 1160
2025
Q4 		$3.13M Sell
107,107
-16,277
-13% -$431K ﹤0.01% 1155
2025
Q3 		$3.22M Sell
123,384
-11,600
-9% -$288K 0.01% 1075
2025
Q2 		$3.04M Buy
134,984
+2,182
+2% +$44.8K 0.01% 1030
2025
Q1 		$2.77M Buy
132,802
+39,517
+42% +$829K 0.01% 971
2024
Q4 		$2.05M Sell
93,285
-8,565
-8% -$188K ﹤0.01% 1092
2024
Q3 		$2.36M Buy
101,850
+32,565
+47% +$765K 0.01% 1020
2024
Q2 		$1.54M Sell
69,285
-25,625
-27% -$547K ﹤0.01% 1034
2024
Q1 		$2.09M Buy
94,910
+34,555
+57% +$702K 0.01% 949
2023
Q4 		$1.13M Buy
60,355
+7,790
+15% +$142K ﹤0.01% 943
2023
Q3 		$987K Sell
52,565
-4,750
-8% -$88.8K ﹤0.01% 760
2023
Q2 		$1.05M Buy
57,315
+6,140
+12% +$106K ﹤0.01% 914
2023
Q1 		$840K Buy
51,175
+6,660
+15% +$114K ﹤0.01% 1059
2022
Q4 		$717K Sell
44,515
-325
-0.7% -$4.94K ﹤0.01% 797
2022
Q3 		$634K Sell
44,840
-2,005
-4% -$32.7K 0.01% 626
2022
Q2 		$789K Buy
+46,845
New +$851K 0.01% 607
2022
Q1 		– Sell
-12,800
Closed -$262K – 1022
2021
Q4 		$262K Buy
+12,800
New +$255K ﹤0.01% 824

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

Cerity Partners's IX Position: Q1 2026 in Review

Cerity Partners increased its ORIX (IX) stake by 15% in Q1 2026, buying an estimated $504K and bringing the position to 122,992 shares worth $3.69M. The position accounts for 0.01% of the portfolio, ranked #1160.

Cerity Partners first reported a position in IX in Q4 2021 and has held it in 17 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Cerity Partners held 122,992 shares of ORIX worth $3.69M as of Q1 2026.
  • Cerity Partners bought 15,885 ORIX shares in Q1 2026, an estimated $504K.
  • ORIX made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1160 holding.
  • Cerity Partners first reported a position in ORIX in Q4 2021 and has held it in 17 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.