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Cromwell Holdings’s ORIX IX Stock Holding History

Cromwell Holdings’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 		$116K Hold
3,050
– – 0.05% 312
2026
Q1 		$91.5K Hold
3,050
– – 0.05% 349
2025
Q4 		$89.1K Hold
3,050
– – 0.05% 336
2025
Q3 		$79.7K Hold
3,050
– – 0.04% 373
2025
Q2 		$68.7K Hold
3,050
– – 0.04% 393
2025
Q1 		$63.7K Hold
3,050
– – 0.04% 394
2024
Q4 		$64.8K Hold
3,050
– – 0.04% 384
2024
Q3 		$70.8K Hold
3,050
– – 0.05% 369
2024
Q2 		$67.9K Buy
+3,050
New +$65.1K 0.04% 363

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cromwell Holdings's IX Position: Q2 2026 in Review

Cromwell Holdings held its ORIX (IX) position steady in Q2 2026 at 3,050 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #312.

Cromwell Holdings first reported a position in IX in Q2 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Cromwell Holdings held 3,050 shares of ORIX worth $116K as of Q2 2026.
  • Cromwell Holdings left its ORIX share count unchanged in Q2 2026.
  • ORIX made up 0.05% of Cromwell Holdings's portfolio in Q2 2026, its #312 holding.
  • Cromwell Holdings first reported a position in ORIX in Q2 2024 and has held it in 9 quarters since.
  • 36 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.