EI
IX icon

Ethic Inc’s ORIX IX Stock Holding History

Ethic Inc’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 		$1.15M Buy
30,338
+12,387
+69% +$441K 0.01% 670
2026
Q1 		$538K Buy
17,951
+3,220
+22% +$102K 0.01% 851
2025
Q4 		$430K Buy
14,731
+1,052
+8% +$27.9K 0.01% 892
2025
Q3 		$357K Buy
13,679
+1,896
+16% +$47K 0.01% 948
2025
Q2 		$261K Buy
11,783
+962
+9% +$19.8K ﹤0.01% 1024
2025
Q1 		$225K Buy
10,821
+631
+6% +$13.2K ﹤0.01% 1035
2024
Q4 		$216K Sell
10,190
-11,685
-53% -$256K ﹤0.01% 1036
2024
Q3 		$482K Buy
21,875
+8,575
+64% +$202K 0.01% 769
2024
Q2 		$296K Sell
13,300
-8,575
-39% -$183K 0.01% 913
2024
Q1 		$482K Buy
21,875
+1,825
+9% +$37.1K 0.01% 768
2023
Q4 		$374K Buy
20,050
+2,500
+14% +$45.5K 0.01% 826
2023
Q3 		$330K Buy
17,550
+5,350
+44% +$100K 0.01% 775
2023
Q2 		$223K Buy
+12,200
New +$211K 0.01% 879

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

Ethic Inc's IX Position: Q2 2026 in Review

Ethic Inc increased its ORIX (IX) stake by 69% in Q2 2026, buying an estimated $441K and bringing the position to 30,338 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #670.

Ethic Inc first reported a position in IX in Q2 2023 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Ethic Inc held 30,338 shares of ORIX worth $1.15M as of Q2 2026.
  • Ethic Inc bought 12,387 ORIX shares in Q2 2026, an estimated $441K.
  • ORIX made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #670 holding.
  • Ethic Inc first reported a position in ORIX in Q2 2023 and has held it in 13 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.