EWA
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EverSource Wealth Advisors’s ORIX IX Stock Holding History

EverSource Wealth Advisors’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 		$80K Sell
2,104
-2,815
-57% -$100K ﹤0.01% 1496
2026
Q1 		$148K Buy
4,919
+120
+3% +$3.81K ﹤0.01% 1217
2025
Q4 		$140K Sell
4,799
-798
-14% -$21.1K 0.01% 1142
2025
Q3 		$146K Sell
5,597
-767
-12% -$19K 0.01% 1078
2025
Q2 		$143K Buy
6,364
+5,470
+612% +$112K 0.01% 1017
2025
Q1 		$18.7K Sell
894
-96
-10% -$2.01K ﹤0.01% 1728
2024
Q4 		$21K Sell
990
-2,045
-67% -$44.8K ﹤0.01% 1596
2024
Q3 		$70.4K Buy
3,035
+495
+19% +$11.6K ﹤0.01% 919
2024
Q2 		$61.4K Buy
2,540
+275
+12% +$5.87K ﹤0.01% 996
2024
Q1 		$46.5K Buy
2,265
+700
+45% +$14.2K ﹤0.01% 1014
2023
Q4 		$29.2K Buy
1,565
+310
+25% +$5.64K ﹤0.01% 1094
2023
Q3 		$23.6K Buy
1,255
+115
+10% +$2.15K ﹤0.01% 1066
2023
Q2 		$20.8K Buy
1,140
+240
+27% +$4.16K ﹤0.01% 1142
2023
Q1 		$14.8K Buy
900
+130
+17% +$2.23K ﹤0.01% 1203
2022
Q4 		$12.4K Sell
770
-625
-45% -$9.5K ﹤0.01% 1253
2022
Q3 		$20K Buy
1,395
+255
+22% +$4.17K ﹤0.01% 903
2022
Q2 		$19K Hold
1,140
– – ﹤0.01% 844
2022
Q1 		$22K Hold
1,140
– – 0.01% 665
2021
Q4 		$24K Buy
+1,140
New +$22.7K 0.01% 612

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

EverSource Wealth Advisors's IX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ORIX (IX) stake by 57% in Q2 2026, selling an estimated $100K and leaving 2,104 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

EverSource Wealth Advisors first reported a position in IX in Q4 2021 and has held it in 19 quarters since. The position peaked at $148K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • EverSource Wealth Advisors held 2,104 shares of ORIX worth $80K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,815 ORIX shares in Q2 2026, an estimated $100K.
  • ORIX made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1496 holding.
  • EverSource Wealth Advisors first reported a position in ORIX in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's ORIX position peaked at $148K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.