Essential Partners
IX icon

Essential Partners’s ORIX IX Stock Holding History

Essential Partners’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
Q3 		$9.9K Buy
263
+95
+57% +$3.76K ﹤0.01% 1204
2026
Q2 		$6.39K Buy
168
+116
+223% +$4.13K ﹤0.01% 1428
2026
Q1 		$1.56K Buy
52
+10
+24% +$317 ﹤0.01% 2095
2025
Q4 		$1.23K Buy
42
+2
+5% +$53 ﹤0.01% 1963
2025
Q3 		$1.04K Buy
+40
New +$992 ﹤0.01% 2010

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Investment Research Partners
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Essential Partners's IX Position: Q3 2026 in Review

Essential Partners increased its ORIX (IX) stake by 57% in Q3 2026, buying an estimated $3.76K and bringing the position to 263 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Essential Partners first reported a position in IX in Q3 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Essential Partners held 263 shares of ORIX worth $9.9K as of Q3 2026.
  • Essential Partners bought 95 ORIX shares in Q3 2026, an estimated $3.76K.
  • ORIX made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1204 holding.
  • Essential Partners first reported a position in ORIX in Q3 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.