Envestnet Portfolio Solutions
IX icon

Envestnet Portfolio Solutions’s ORIX IX Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-10,120
Closed -$215K – 1676
2024
Q4 		$215K Buy
+10,120
New +$222K ﹤0.01% 1650

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Portfolio Solutions's IX Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of ORIX (IX) in Q1 2025, closing a stake of 10,120 shares — an estimated $215K sold.

Envestnet Portfolio Solutions first reported a position in IX in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 190 funds tracked by Wall St. Rank hold IX as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining ORIX position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,120 ORIX shares in Q1 2025, an estimated $215K.
  • Envestnet Portfolio Solutions first reported a position in ORIX in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's ORIX position peaked at $215K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.