Envestnet Asset Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.3M | Buy |
511,068
+397,352
| +349% | +$12.6M | ﹤0.01% | 1530 |
|
|
2025
Q4 | $3.32M | Sell |
113,716
-17,793
| -14% | -$471K | ﹤0.01% | 2468 |
|
|
2025
Q3 | $3.44M | Sell |
131,509
-12,536
| -9% | -$311K | ﹤0.01% | 2517 |
|
|
2025
Q2 | $3.24M | Sell |
144,045
-4,177
| -3% | -$85.8K | ﹤0.01% | 2503 |
|
|
2025
Q1 | $3.1M | Buy |
148,222
+12,562
| +9% | +$263K | ﹤0.01% | 2439 |
|
|
2024
Q4 | $2.88M | Buy |
135,660
+7,480
| +6% | +$164K | ﹤0.01% | 2467 |
|
|
2024
Q3 | $2.98M | Buy |
128,180
+2,355
| +2% | +$55.3K | ﹤0.01% | 2422 |
|
|
2024
Q2 | $2.8M | Sell |
125,825
-27,685
| -18% | -$591K | ﹤0.01% | 2406 |
|
|
2024
Q1 | $3.38M | Sell |
153,510
-6,075
| -4% | -$123K | ﹤0.01% | 2245 |
|
|
2023
Q4 | $2.98M | Buy |
159,585
+6,710
| +4% | +$122K | ﹤0.01% | 2220 |
|
|
2023
Q3 | $2.87M | Sell |
152,875
-157,095
| -51% | -$2.94M | ﹤0.01% | 2152 |
|
|
2023
Q2 | $5.65M | Sell |
309,970
-1,225,215
| -80% | -$21.2M | ﹤0.01% | 1641 |
|
|
2023
Q1 | $4.85M | Buy |
1,535,185
+1,111,750
| +263% | +$19M | ﹤0.01% | 1672 |
|
|
2022
Q4 | $6.82M | Sell |
423,435
-46,765
| -10% | -$711K | ﹤0.01% | 1429 |
|
|
2022
Q3 | $6.65M | Sell |
470,200
-3,990
| -0.8% | -$65.2K | ﹤0.01% | 1367 |
|
|
2022
Q2 | $7.98M | Buy |
474,190
+25,930
| +6% | +$471K | ﹤0.01% | 1268 |
|
|
2022
Q1 | $8.95M | Buy |
448,260
+11,065
| +3% | +$226K | ﹤0.01% | 1275 |
|
|
2021
Q4 | $8.9M | Buy |
437,195
+180,615
| +70% | +$3.6M | ﹤0.01% | 1250 |
|
|
2021
Q3 | $4.85M | Buy |
256,580
+83,680
| +48% | +$1.54M | ﹤0.01% | 1572 |
|
|
2021
Q2 | $2.93M | Sell |
172,900
-2,270
| -1% | -$38.7K | ﹤0.01% | 1822 |
|
|
2021
Q1 | $2.97M | Buy |
175,170
+4,295
| +3% | +$73.4K | ﹤0.01% | 1715 |
|
|
2020
Q4 | $2.64M | Sell |
170,875
-16,340
| -9% | -$230K | ﹤0.01% | 1597 |
|
|
2020
Q3 | $2.34M | Sell |
187,215
-24,895
| -12% | -$306K | ﹤0.01% | 1528 |
|
|
2020
Q2 | $2.61M | Sell |
212,110
-47,800
| -18% | -$588K | ﹤0.01% | 1428 |
|
|
2020
Q1 | $3.07M | Buy |
259,910
+16,155
| +7% | +$255K | ﹤0.01% | 1224 |
|
|
2019
Q4 | $4.07M | Buy |
243,755
+38,570
| +19% | +$619K | ﹤0.01% | 1243 |
|
|
2019
Q3 | $3.08M | Sell |
205,185
-19,610
| -9% | -$294K | ﹤0.01% | 1305 |
|
|
2019
Q2 | $3.37M | Buy |
224,795
+23,620
| +12% | +$338K | ﹤0.01% | 1270 |
|
|
2019
Q1 | $2.89M | Sell |
201,175
-157,520
| -44% | -$2.32M | ﹤0.01% | 1293 |
|
|
2018
Q4 | $5.13M | Buy |
+358,695
| New | +$5.62M | 0.01% | 873 |
|
|
2018
Q3 | – | Sell |
-83,020
| Closed | -$1.31M | – | 1933 |
|
|
2018
Q2 | $1.31M | Sell |
83,020
-4,740
| -5% | -$81.9K | ﹤0.01% | 956 |
|
|
2018
Q1 | $1.58M | Sell |
87,760
-188,930
| -68% | -$3.42M | ﹤0.01% | 781 |
|
|
2017
Q4 | $4.69M | Buy |
276,690
+187,650
| +211% | +$3.18M | 0.01% | 626 |
|
|
2017
Q3 | $1.44M | Sell |
89,040
-26,725
| -23% | -$430K | ﹤0.01% | 1034 |
|
|
2017
Q2 | $1.8M | Sell |
115,765
-4,075
| -3% | -$63.7K | 0.01% | 967 |
|
|
2017
Q1 | $1.78M | Sell |
119,840
-12,945
| -10% | -$201K | 0.01% | 983 |
|
|
2016
Q4 | $2.07M | Sell |
132,785
-6,890
| -5% | -$106K | 0.01% | 905 |
|
|
2016
Q3 | $2.07M | Sell |
139,675
-2,135
| -2% | -$30.1K | 0.01% | 950 |
|
|
2016
Q2 | $1.81M | Sell |
141,810
-8,745
| -6% | -$122K | 0.01% | 1071 |
|
|
2016
Q1 | $2.15M | Sell |
150,555
-13,555
| -8% | -$185K | 0.01% | 949 |
|
|
2015
Q4 | $2.31M | Buy |
164,110
+3,110
| +2% | +$45.2K | 0.01% | 900 |
|
|
2015
Q3 | $2.09M | Sell |
161,000
-4,725
| -3% | -$65.6K | 0.01% | 939 |
|
|
2015
Q2 | $2.47M | Buy |
165,725
+29,775
| +22% | +$461K | 0.01% | 934 |
|
|
2015
Q1 | $1.91M | Buy |
135,950
+116,900
| +614% | +$1.53M | 0.01% | 986 |
|
|
2014
Q4 | $238K | Sell |
19,050
-1,325
| -7% | -$17.3K | ﹤0.01% | 949 |
|
|
2014
Q3 | $281K | Sell |
20,375
-1,910
| -9% | -$29.3K | ﹤0.01% | 964 |
|
|
2014
Q2 | $370K | Buy |
22,285
+10,985
| +97% | +$167K | ﹤0.01% | 836 |
|
|
2014
Q1 | $159K | Sell |
11,300
-6,425
| -36% | -$98.3K | ﹤0.01% | 976 |
|
|
2013
Q4 | $316K | Buy |
17,725
+4,555
| +35% | +$78K | ﹤0.01% | 720 |
|
|
2013
Q3 | $216K | Buy |
13,170
+2,270
| +21% | +$33.8K | ﹤0.01% | 775 |
|
|
2013
Q2 | $149K | Buy |
+10,900
| New | +$154K | ﹤0.01% | 859 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
Envestnet Asset Management's IX Position: Q1 2026 in Review
Envestnet Asset Management increased its ORIX (IX) stake by 349% in Q1 2026, buying an estimated $12.6M and bringing the position to 511,068 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1530.
Envestnet Asset Management first reported a position in IX in Q2 2013 and has held it in 51 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- Envestnet Asset Management held 511,068 shares of ORIX worth $15.3M as of Q1 2026.
- Envestnet Asset Management bought 397,352 ORIX shares in Q1 2026, an estimated $12.6M.
- ORIX made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1530 holding.
- Envestnet Asset Management first reported a position in ORIX in Q2 2013 and has held it in 51 quarters since.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.