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Dorsey & Whitney Trust’s ORIX IX Stock Holding History

Dorsey & Whitney Trust’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 		$298K Buy
9,938
+423
+4% +$13.4K 0.02% 567
2025
Q4 		$278K Buy
9,515
+1,627
+21% +$43.1K 0.01% 582
2025
Q3 		$206K Buy
+7,888
New +$196K 0.01% 661
2025
Q2 		– Sell
-10,588
Closed -$221K – 699
2025
Q1 		$221K Sell
10,588
-537
-5% -$11.3K 0.01% 610
2024
Q4 		$236K Buy
11,125
+985
+10% +$21.6K 0.01% 595
2024
Q3 		$235K Sell
10,140
-35
-0.3% -$823 0.01% 597
2024
Q2 		$226K Buy
10,175
+230
+2% +$4.91K 0.02% 558
2024
Q1 		$219K Buy
+9,945
New +$202K 0.02% 577
2023
Q2 		– Sell
-13,480
Closed -$221K – 608
2023
Q1 		$221K Buy
13,480
+60
+0.4% +$1.03K 0.02% 500
2022
Q4 		$216K Buy
+13,420
New +$204K 0.02% 512
2022
Q2 		– Sell
-11,170
Closed -$223K – 564
2022
Q1 		$223K Buy
11,170
+30
+0.3% +$613 0.02% 511
2021
Q4 		$227K Buy
11,140
+255
+2% +$5.08K 0.02% 497
2021
Q3 		$205K Buy
+10,885
New +$200K 0.02% 510
2020
Q1 		– Sell
-18,850
Closed -$315K – 435
2019
Q4 		$315K Sell
18,850
-210
-1% -$3.37K 0.04% 312
2019
Q3 		$286K Buy
19,060
+4,905
+35% +$73.5K 0.04% 314
2019
Q2 		$212K Buy
+14,155
New +$203K 0.03% 351

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

Dorsey & Whitney Trust's IX Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its ORIX (IX) stake by 4.4% in Q1 2026, buying an estimated $13.4K and bringing the position to 9,938 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #567.

Dorsey & Whitney Trust first reported a position in IX in Q2 2019 and has held it in 16 quarters since. The position peaked at $315K in Q4 2019. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Dorsey & Whitney Trust held 9,938 shares of ORIX worth $298K as of Q1 2026.
  • Dorsey & Whitney Trust bought 423 ORIX shares in Q1 2026, an estimated $13.4K.
  • ORIX made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #567 holding.
  • Dorsey & Whitney Trust first reported a position in ORIX in Q2 2019 and has held it in 16 quarters since.
  • Dorsey & Whitney Trust's ORIX position peaked at $315K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.