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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
Q2 		$394K Buy
10,347
+409
+4% +$14.6K 0.02% 502
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 $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

Dorsey & Whitney Trust's IX Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its ORIX (IX) stake by 4.1% in Q2 2026, buying an estimated $14.6K and bringing the position to 10,347 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #502.

Dorsey & Whitney Trust first reported a position in IX in Q2 2019 and has held it in 17 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Dorsey & Whitney Trust held 10,347 shares of ORIX worth $394K as of Q2 2026.
  • Dorsey & Whitney Trust bought 409 ORIX shares in Q2 2026, an estimated $14.6K.
  • ORIX made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #502 holding.
  • Dorsey & Whitney Trust first reported a position in ORIX in Q2 2019 and has held it in 17 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.