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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
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 $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

D'Orazio & Associates's IX Position: Q1 2026 in Review

D'Orazio & Associates increased its ORIX (IX) stake by 11% in Q1 2026, buying an estimated $25K and bringing the position to 8,089 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #247.

D'Orazio & Associates first reported a position in IX in Q3 2021 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • D'Orazio & Associates held 8,089 shares of ORIX worth $243K as of Q1 2026.
  • D'Orazio & Associates bought 788 ORIX shares in Q1 2026, an estimated $25K.
  • ORIX made up 0.03% of D'Orazio & Associates's portfolio in Q1 2026, its #247 holding.
  • D'Orazio & Associates first reported a position in ORIX in Q3 2021 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.