Elevated Capital Advisors’s ORIX IX Stock Holding History

Elevated Capital Advisors’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	$1.05K	Hold	35	–	–	﹤0.01%	731
2025 Q4	$1.02K	Buy	+35	New	+$927	﹤0.01%	708

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Elevated Capital Advisors's IX Position: Q1 2026 in Review

Elevated Capital Advisors held its ORIX (IX) position steady in Q1 2026 at 35 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Elevated Capital Advisors first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Elevated Capital Advisors held 35 shares of ORIX worth $1.05K as of Q1 2026.
Elevated Capital Advisors left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #731 holding.
Elevated Capital Advisors first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.