GAMMA Investing
IX icon

GAMMA Investing’s ORIX IX Stock Holding History

GAMMA Investing’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
Q3 		$436K Buy
11,552
+1,113
+11% +$44K 0.01% 777
2026
Q2 		$397K Buy
10,439
+1,579
+18% +$56.2K 0.01% 777
2026
Q1 		$266K Buy
8,860
+2,159
+32% +$68.5K 0.01% 921
2025
Q4 		$196K Buy
6,701
+427
+7% +$11.3K 0.01% 1063
2025
Q3 		$164K Buy
6,274
+1,031
+20% +$25.6K 0.01% 1126
2025
Q2 		$118K Sell
5,243
-465
-8% -$9.5K 0.01% 1307
2025
Q1 		$119K Sell
5,708
-732
-11% -$15.3K 0.01% 1115
2024
Q4 		$137K Sell
6,440
-1,225
-16% -$26.8K 0.01% 905
2024
Q3 		$178K Buy
7,665
+2,365
+45% +$55.6K 0.02% 678
2024
Q2 		$118K Buy
5,300
+1,100
+26% +$23.5K 0.02% 694
2024
Q1 		$92.6K Buy
4,200
+910
+28% +$18.5K 0.02% 683
2023
Q4 		$62.9K Buy
+3,290
New +$59.8K 0.02% 763

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

GAMMA Investing's IX Position: Q3 2026 in Review

GAMMA Investing increased its ORIX (IX) stake by 11% in Q3 2026, buying an estimated $44K and bringing the position to 11,552 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #777.

GAMMA Investing first reported a position in IX in Q4 2023 and has held it in 12 quarters since. 55 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • GAMMA Investing held 11,552 shares of ORIX worth $436K as of Q3 2026.
  • GAMMA Investing bought 1,113 ORIX shares in Q3 2026, an estimated $44K.
  • ORIX made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #777 holding.
  • GAMMA Investing first reported a position in ORIX in Q4 2023 and has held it in 12 quarters since.
  • 55 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.