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Clean Yield Group’s ORIX IX Stock Holding History

Clean Yield Group’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
2025
Q2 		– Sell
-45
Closed -$940 – 428
2025
Q1 		$940 Hold
45
– – ﹤0.01% 419
2024
Q4 		$956 Hold
45
– – ﹤0.01% 437
2024
Q3 		$1.04K Buy
+45
New +$1.06K ﹤0.01% 445
2015
Q2 		– Sell
-320
Closed -$5K – 199
2015
Q1 		$5K Buy
+320
New +$4.18K ﹤0.01% 316

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Clean Yield Group's IX Position: Q2 2025 in Review

Clean Yield Group sold out of ORIX (IX) in Q2 2025, closing a stake of 45 shares — an estimated $940 sold.

Clean Yield Group first reported a position in IX in Q1 2015 and held it in 4 quarters. The position peaked at $5K in Q1 2015. 209 funds tracked by Wall St. Rank hold IX as of Q2 2025.

  • Clean Yield Group reported no remaining ORIX position as of Q2 2025 after selling out during the quarter.
  • Clean Yield Group sold 45 ORIX shares in Q2 2025, an estimated $940.
  • Clean Yield Group first reported a position in ORIX in Q1 2015 and held it in 4 quarters.
  • Clean Yield Group's ORIX position peaked at $5K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held ORIX as of Q2 2025.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.