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
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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ethic Inc's IX Position: Q1 2026 in Review

Ethic Inc increased its ORIX (IX) stake by 22% in Q1 2026, buying an estimated $102K and bringing the position to 17,951 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #851.

Ethic Inc first reported a position in IX in Q2 2023 and has held it in 12 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Ethic Inc held 17,951 shares of ORIX worth $538K as of Q1 2026.
  • Ethic Inc bought 3,220 ORIX shares in Q1 2026, an estimated $102K.
  • ORIX made up 0.01% of Ethic Inc's portfolio in Q1 2026, its #851 holding.
  • Ethic Inc first reported a position in ORIX in Q2 2023 and has held it in 12 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.