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Choreo LLC’s ORIX IX Stock Holding History

Choreo 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 		$775K Buy
25,858
+1,206
+5% +$38.3K 0.01% 729
2025
Q4 		$725K Buy
24,652
+4,698
+24% +$124K 0.01% 753
2025
Q3 		$521K Buy
19,954
+2,595
+15% +$64.4K 0.01% 905
2025
Q2 		$391K Buy
17,359
+1,275
+8% +$26.2K 0.01% 1027
2025
Q1 		$336K Buy
16,084
+1,399
+10% +$29.3K 0.01% 1029
2024
Q4 		$313K Sell
14,685
-2,345
-14% -$51.4K ﹤0.01% 1163
2024
Q3 		$397K Buy
17,030
+2,875
+20% +$67.6K 0.01% 1031
2024
Q2 		$314K Buy
+14,155
New +$302K 0.01% 1076

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

Choreo LLC's IX Position: Q1 2026 in Review

Choreo LLC increased its ORIX (IX) stake by 4.9% in Q1 2026, buying an estimated $38.3K and bringing the position to 25,858 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #729.

Choreo LLC first reported a position in IX in Q2 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Choreo LLC held 25,858 shares of ORIX worth $775K as of Q1 2026.
  • Choreo LLC bought 1,206 ORIX shares in Q1 2026, an estimated $38.3K.
  • ORIX made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #729 holding.
  • Choreo LLC first reported a position in ORIX in Q2 2024 and has held it in 8 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.