DOA
IX icon

D'Orazio & Associates’s ORIX IX Stock Holding History

D'Orazio & Associates’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 		$477K Buy
12,546
+4,457
+55% +$159K 0.06% 143
2026
Q1 		$243K Buy
8,089
+788
+11% +$25K 0.03% 247
2025
Q4 		$213K Buy
+7,301
New +$193K 0.03% 254
2021
Q4 		– Sell
-700
Closed -$13K – 400
2021
Q3 		$13K Buy
+700
New +$12.9K ﹤0.01% 488

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

D'Orazio & Associates's IX Position: Q2 2026 in Review

D'Orazio & Associates increased its ORIX (IX) stake by 55% in Q2 2026, buying an estimated $159K and bringing the position to 12,546 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #143.

D'Orazio & Associates first reported a position in IX in Q3 2021 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • D'Orazio & Associates held 12,546 shares of ORIX worth $477K as of Q2 2026.
  • D'Orazio & Associates bought 4,457 ORIX shares in Q2 2026, an estimated $159K.
  • ORIX made up 0.06% of D'Orazio & Associates's portfolio in Q2 2026, its #143 holding.
  • D'Orazio & Associates first reported a position in ORIX in Q3 2021 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.