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 Q1	–	Sell	-314	Closed	-$9.17K	–	705
2025 Q4	$9.17K	Buy	+314	New	+$8.31K	﹤0.01%	784

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Elyxium Wealth's IX Position: Q1 2026 in Review

Elyxium Wealth sold out of ORIX (IX) in Q1 2026, closing a stake of 314 shares — an estimated $9.17K sold.

Elyxium Wealth first reported a position in IX in Q4 2025 and held it in 1 quarter. The position peaked at $9.17K in Q4 2025. 283 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Elyxium Wealth reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 314 ORIX shares in Q1 2026, an estimated $9.17K.
Elyxium Wealth first reported a position in ORIX in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's ORIX position peaked at $9.17K in Q4 2025.
283 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.