Fidelity Investments’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $178M | Buy |
5,944,003
+429,675
| +8% | +$13.6M | 0.01% | 915 |
|
|
2025
Q4 | $161M | Buy |
5,514,328
+607,896
| +12% | +$16.1M | 0.01% | 960 |
|
|
2025
Q3 | $128M | Buy |
4,906,432
+753,944
| +18% | +$18.7M | 0.01% | 1063 |
|
|
2025
Q2 | $93.5M | Buy |
4,152,488
+156,312
| +4% | +$3.21M | 0.01% | 1149 |
|
|
2025
Q1 | $83.5M | Buy |
3,996,176
+182,391
| +5% | +$3.82M | 0.01% | 1166 |
|
|
2024
Q4 | $81M | Buy |
3,813,785
+575,340
| +18% | +$12.6M | ﹤0.01% | 1198 |
|
|
2024
Q3 | $75.2M | Buy |
3,238,445
+290,890
| +10% | +$6.84M | ﹤0.01% | 1209 |
|
|
2024
Q2 | $65.6M | Buy |
2,947,555
+301,575
| +11% | +$6.44M | ﹤0.01% | 1199 |
|
|
2024
Q1 | $58.3M | Buy |
2,645,980
+411,645
| +18% | +$8.37M | ﹤0.01% | 1270 |
|
|
2023
Q4 | $41.7M | Buy |
2,234,335
+38,690
| +2% | +$704K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $41.2M | Buy |
2,195,645
+88,500
| +4% | +$1.65M | ﹤0.01% | 1316 |
|
|
2023
Q2 | $38.4M | Buy |
2,107,145
+79,340
| +4% | +$1.38M | ﹤0.01% | 1374 |
|
|
2023
Q1 | $33.3M | Sell |
2,027,805
-239,575
| -11% | -$4.1M | ﹤0.01% | 1408 |
|
|
2022
Q4 | $36.5M | Buy |
2,267,380
+127,780
| +6% | +$1.94M | ﹤0.01% | 1379 |
|
|
2022
Q3 | $30.2M | Sell |
2,139,600
-65,330
| -3% | -$1.07M | ﹤0.01% | 1455 |
|
|
2022
Q2 | $37.1M | Buy |
2,204,930
+66,375
| +3% | +$1.21M | ﹤0.01% | 1387 |
|
|
2022
Q1 | $42.7M | Sell |
2,138,555
-17,150
| -0.8% | -$351K | ﹤0.01% | 1461 |
|
|
2021
Q4 | $43.9M | Buy |
2,155,705
+150,945
| +8% | +$3M | ﹤0.01% | 1481 |
|
|
2021
Q3 | $37.9M | Buy |
2,004,760
+172,345
| +9% | +$3.17M | ﹤0.01% | 1539 |
|
|
2021
Q2 | $31M | Buy |
1,832,415
+328,000
| +22% | +$5.6M | ﹤0.01% | 1653 |
|
|
2021
Q1 | $25.5M | Buy |
1,504,415
+205,230
| +16% | +$3.51M | ﹤0.01% | 1696 |
|
|
2020
Q4 | $20.1M | Buy |
1,299,185
+212,130
| +20% | +$2.99M | ﹤0.01% | 1714 |
|
|
2020
Q3 | $13.6M | Buy |
1,087,055
+206,705
| +23% | +$2.54M | ﹤0.01% | 1719 |
|
|
2020
Q2 | $10.8M | Buy |
880,350
+166,005
| +23% | +$2.04M | ﹤0.01% | 1789 |
|
|
2020
Q1 | $8.44M | Buy |
714,345
+418,165
| +141% | +$6.6M | ﹤0.01% | 1746 |
|
|
2019
Q4 | $4.94M | Buy |
296,180
+153,425
| +107% | +$2.46M | ﹤0.01% | 2051 |
|
|
2019
Q3 | $2.15M | Buy |
142,755
+138,860
| +3,565% | +$2.08M | ﹤0.01% | 2253 |
|
|
2019
Q2 | $58K | Buy |
3,895
+1,730
| +80% | +$24.8K | ﹤0.01% | 2826 |
|
|
2019
Q1 | $31K | Buy |
2,165
+120
| +6% | +$1.77K | ﹤0.01% | 2872 |
|
|
2018
Q4 | $29K | Sell |
2,045
-230
| -10% | -$3.6K | ﹤0.01% | 2830 |
|
|
2018
Q3 | $37K | Buy |
+2,275
| New | +$36.7K | ﹤0.01% | 2887 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
QCM
Fidelity Investments's IX Position: Q1 2026 in Review
Fidelity Investments increased its ORIX (IX) stake by 7.8% in Q1 2026, buying an estimated $13.6M and bringing the position to 5,944,003 shares worth $178M. The position accounts for 0.01% of the portfolio, ranked #915.
Fidelity Investments first reported a position in IX in Q3 2018 and has held it in 31 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- Fidelity Investments held 5,944,003 shares of ORIX worth $178M as of Q1 2026.
- Fidelity Investments bought 429,675 ORIX shares in Q1 2026, an estimated $13.6M.
- ORIX made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #915 holding.
- Fidelity Investments first reported a position in ORIX in Q3 2018 and has held it in 31 quarters since.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.