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Clearstead Advisors’s ORIX IX Stock Holding History

Clearstead Advisors’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 		$204K Sell
5,362
-5,362
-50% -$191K ﹤0.01% 1060
2026
Q1 		$322K Buy
+10,724
New +$340K ﹤0.01% 837
2025
Q1 		– Sell
-30
Closed -$638 – 2259
2024
Q4 		$638 Buy
+30
New +$657 ﹤0.01% 1966

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

Clearstead Advisors's IX Position: Q2 2026 in Review

Clearstead Advisors reduced its ORIX (IX) stake by 50% in Q2 2026, selling an estimated $191K and leaving 5,362 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Clearstead Advisors first reported a position in IX in Q4 2024 and has held it in 3 quarters since. The position peaked at $322K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Clearstead Advisors held 5,362 shares of ORIX worth $204K as of Q2 2026.
  • Clearstead Advisors sold 5,362 ORIX shares in Q2 2026, an estimated $191K.
  • ORIX made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1060 holding.
  • Clearstead Advisors first reported a position in ORIX in Q4 2024 and has held it in 3 quarters since.
  • Clearstead Advisors's ORIX position peaked at $322K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.