Corient Private Wealth
IX icon

Corient Private Wealth’s ORIX IX Stock Holding History

Corient Private Wealth’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 		$1.25M Sell
42,611
-27,617
-39% -$876K ﹤0.01% 1518
2025
Q4 		$2.05M Buy
70,228
+35,481
+102% +$939K ﹤0.01% 1515
2025
Q3 		$908K Buy
34,747
+3,180
+10% +$78.9K ﹤0.01% 1475
2025
Q2 		$711K Buy
31,567
+10,643
+51% +$219K ﹤0.01% 1516
2025
Q1 		$437K Sell
20,924
-1,496
-7% -$31.4K ﹤0.01% 1659
2024
Q4 		$476K Sell
22,420
-10,455
-32% -$229K ﹤0.01% 1646
2024
Q3 		$763K Buy
32,875
+9,800
+42% +$230K ﹤0.01% 1529
2024
Q2 		$514K Buy
23,075
+2,230
+11% +$47.6K ﹤0.01% 1624
2024
Q1 		$459K Buy
20,845
+210
+1% +$4.27K ﹤0.01% 1678
2023
Q4 		$385K Sell
20,635
-285
-1% -$5.18K ﹤0.01% 1745
2023
Q3 		$393K Buy
20,920
+3,775
+22% +$70.5K ﹤0.01% 1621
2023
Q2 		$313K Buy
17,145
+20
+0.1% +$347 ﹤0.01% 1674
2023
Q1 		$281K Buy
+17,125
New +$293K ﹤0.01% 1643

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

Corient Private Wealth's IX Position: Q1 2026 in Review

Corient Private Wealth reduced its ORIX (IX) stake by 39% in Q1 2026, selling an estimated $876K and leaving 42,611 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Corient Private Wealth first reported a position in IX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.05M in Q4 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Corient Private Wealth held 42,611 shares of ORIX worth $1.25M as of Q1 2026.
  • Corient Private Wealth sold 27,617 ORIX shares in Q1 2026, an estimated $876K.
  • ORIX made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1518 holding.
  • Corient Private Wealth first reported a position in ORIX in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's ORIX position peaked at $2.05M in Q4 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.