Diversify Wealth Management
IX icon

Diversify Wealth Management’s ORIX IX Stock Holding History

Diversify Wealth Management’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
Q3 		$225K Sell
6,171
-538
-8% -$21.3K ﹤0.01% 1188
2026
Q2 		$270K Buy
+6,709
New +$239K ﹤0.01% 1093

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Diversify Wealth Management's IX Position: Q3 2026 in Review

Diversify Wealth Management reduced its ORIX (IX) stake by 8% in Q3 2026, selling an estimated $21.3K and leaving 6,171 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Diversify Wealth Management first reported a position in IX in Q2 2026 and has held it in 2 quarters since. The position peaked at $270K in Q2 2026. 55 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Diversify Wealth Management held 6,171 shares of ORIX worth $225K as of Q3 2026.
  • Diversify Wealth Management sold 538 ORIX shares in Q3 2026, an estimated $21.3K.
  • ORIX made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1188 holding.
  • Diversify Wealth Management first reported a position in ORIX in Q2 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's ORIX position peaked at $270K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.