GI
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
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% -$9.55K 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

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

GAMMA Investing's IX Position: Q2 2026 in Review

GAMMA Investing increased its ORIX (IX) stake by 18% in Q2 2026, buying an estimated $56.2K and bringing the position to 10,439 shares worth $397K. 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 11 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • GAMMA Investing held 10,439 shares of ORIX worth $397K as of Q2 2026.
  • GAMMA Investing bought 1,579 ORIX shares in Q2 2026, an estimated $56.2K.
  • ORIX made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #777 holding.
  • GAMMA Investing first reported a position in ORIX in Q4 2023 and has held it in 11 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.