Elyxium Wealth
IX icon

Elyxium Wealth’s ORIX IX Stock Holding History

Elyxium Wealth’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 		$13.3K Buy
+354
New +$14K ﹤0.01% 953
2026
Q1 		– Sell
-314
Closed -$9.17K – 705
2025
Q4 		$9.17K Buy
+314
New +$8.31K ﹤0.01% 784

Other funds holding IX

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
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
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Ativo Capital Management
Ativo Capital Management Chicago, Illinois $129M AUM 13.3% 1-Year Est. Return

Elyxium Wealth's IX Position: Q3 2026 in Review

Elyxium Wealth opened a new position in ORIX (IX) in Q3 2026: 354 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: Elyxium Wealth previously reported a position in IX as recently as Q4 2025.

Elyxium Wealth first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Elyxium Wealth held 354 shares of ORIX worth $13.3K as of Q3 2026.
  • ORIX was a new Elyxium Wealth position in Q3 2026.
  • ORIX made up ﹤0.01% of Elyxium Wealth's portfolio in Q3 2026, its #953 holding.
  • Elyxium Wealth first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.