EWP
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Elevation Wealth Partners’s ORIX IX Stock Holding History

Elevation Wealth Partners’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
Q3 		$22.8K Hold
604
– – 0.01% 642
2026
Q2 		$23K Buy
+604
New +$21.5K 0.01% 543
2024
Q2 		– Sell
-490
Closed -$10.8K – 527
2024
Q1 		$10.8K Buy
+490
New +$10K 0.01% 349

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Elevation Wealth Partners's IX Position: Q3 2026 in Review

Elevation Wealth Partners held its ORIX (IX) position steady in Q3 2026 at 604 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #642.

Elevation Wealth Partners first reported a position in IX in Q1 2024 and has held it in 3 quarters since. The position peaked at $23K in Q2 2026. 43 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Elevation Wealth Partners held 604 shares of ORIX worth $22.8K as of Q3 2026.
  • Elevation Wealth Partners left its ORIX share count unchanged in Q3 2026.
  • ORIX made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #642 holding.
  • Elevation Wealth Partners first reported a position in ORIX in Q1 2024 and has held it in 3 quarters since.
  • Elevation Wealth Partners's ORIX position peaked at $23K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.