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
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 +$9.96K 0.01% 349

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Elevation Wealth Partners's IX Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in ORIX (IX) in Q2 2026: 604 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in IX as recently as Q1 2024.

Elevation Wealth Partners first reported a position in IX in Q1 2024 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Elevation Wealth Partners held 604 shares of ORIX worth $23K as of Q2 2026.
  • ORIX was a new Elevation Wealth Partners position in Q2 2026.
  • ORIX made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #543 holding.
  • Elevation Wealth Partners first reported a position in ORIX in Q1 2024 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.