EL
IX icon

EWA LLC’s ORIX IX Stock Holding History

EWA LLC’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 		$264K Sell
6,950
-34
-0.5% -$1.21K 0.05% 236
2026
Q1 		$209K Hold
6,984
– – 0.05% 243
2025
Q4 		$204K Buy
+6,984
New +$185K 0.05% 229

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EWA LLC's IX Position: Q2 2026 in Review

EWA LLC reduced its ORIX (IX) stake by 0.49% in Q2 2026, selling an estimated $1.21K and leaving 6,950 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #236.

EWA LLC first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • EWA LLC held 6,950 shares of ORIX worth $264K as of Q2 2026.
  • EWA LLC sold 34 ORIX shares in Q2 2026, an estimated $1.21K.
  • ORIX made up 0.05% of EWA LLC's portfolio in Q2 2026, its #236 holding.
  • EWA LLC first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.