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
2026
Q2 		$256K Buy
+6,740
New +$240K ﹤0.01% 1263
2025
Q1 		– Sell
-10,120
Closed -$215K – 1676
2024
Q4 		$215K Buy
+10,120
New +$222K ﹤0.01% 1650

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Envestnet Portfolio Solutions's IX Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in ORIX (IX) in Q2 2026: 6,740 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in IX as recently as Q4 2024.

Envestnet Portfolio Solutions first reported a position in IX in Q4 2024 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,740 shares of ORIX worth $256K as of Q2 2026.
  • ORIX was a new Envestnet Portfolio Solutions position in Q2 2026.
  • ORIX made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1263 holding.
  • Envestnet Portfolio Solutions first reported a position in ORIX in Q4 2024 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.