EWM
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Empirical Wealth Management’s ORIX IX Stock Holding History

Empirical Wealth Management’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 		$602K Buy
15,836
+541
+4% +$19.2K 0.01% 604
2026
Q1 		$459K Buy
15,295
+1,912
+14% +$60.7K 0.01% 600
2025
Q4 		$391K Buy
+13,383
New +$354K 0.01% 603

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empirical Wealth Management's IX Position: Q2 2026 in Review

Empirical Wealth Management increased its ORIX (IX) stake by 3.5% in Q2 2026, buying an estimated $19.2K and bringing the position to 15,836 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #604.

Empirical Wealth Management first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Empirical Wealth Management held 15,836 shares of ORIX worth $602K as of Q2 2026.
  • Empirical Wealth Management bought 541 ORIX shares in Q2 2026, an estimated $19.2K.
  • ORIX made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #604 holding.
  • Empirical Wealth Management first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.