Gilman Hill Asset Management’s ORIX IX Stock Holding History

Gilman Hill Asset Management’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	$7.58M	Sell	199,365 -3,792	-2%	-$135K	1.04%	36
2026 Q1	$6.09M	Buy	203,157 +3,808	+2%	+$121K	0.92%	46
2025 Q4	$5.82M	Buy	199,349 +2,405	+1%	+$63.7K	0.92%	48
2025 Q3	$5.14M	Buy	196,944 +275	+0.1%	+$6.82K	0.81%	58
2025 Q2	$4.43M	Buy	196,669 +705	+0.4%	+$14.5K	0.72%	61
2025 Q1	$4.09M	Buy	195,964 +13,014	+7%	+$273K	0.71%	58
2024 Q4	$3.89M	Buy	182,950 +13,875	+8%	+$304K	0.68%	55
2024 Q3	$3.92M	Buy	169,075 +8,950	+6%	+$210K	0.66%	59
2024 Q2	$3.56M	Sell	160,125 -325	-0.2%	-$6.94K	0.65%	64
2024 Q1	$3.54M	Buy	160,450 +10,700	+7%	+$218K	0.63%	62
2023 Q4	$2.8M	Sell	149,750 -11,150	-7%	-$203K	0.52%	69
2023 Q3	$3.02M	Buy	160,900 +320	+0.2%	+$5.98K	0.59%	65
2023 Q2	$2.93M	Buy	160,580 +6,725	+4%	+$117K	0.55%	68
2023 Q1	$2.53M	Buy	153,855 +9,575	+7%	+$164K	0.51%	69
2022 Q4	$2.32M	Sell	144,280 -1,345	-0.9%	-$20.4K	0.48%	70
2022 Q3	$2.06M	Sell	145,625 -6,905	-5%	-$113K	0.48%	68
2022 Q2	$2.57M	Buy	152,530 +26,485	+21%	+$481K	0.55%	54
2022 Q1	$2.52M	Buy	126,045 +7,425	+6%	+$152K	0.57%	55
2021 Q4	$2.42M	Buy	118,620 +3,960	+3%	+$78.8K	0.54%	60
2021 Q3	$2.17M	Buy	114,660 +8,000	+8%	+$147K	0.55%	61
2021 Q2	$1.81M	Buy	106,660 +325	+0.3%	+$5.55K	0.46%	66
2021 Q1	$1.8M	Buy	106,335 +10,575	+11%	+$181K	0.5%	61
2020 Q4	$1.48M	Buy	95,760 +345	+0.4%	+$4.87K	0.48%	63
2020 Q3	$1.19M	Buy	95,415 +600	+0.6%	+$7.38K	0.46%	61
2020 Q2	$1.17M	Sell	94,815 -4,475	-5%	-$55K	0.47%	60
2020 Q1	$1.17M	Buy	+99,290	New	+$1.57M	0.57%	54

Other funds holding IX

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Gilman Hill Asset Management's IX Position: Q2 2026 in Review

Gilman Hill Asset Management reduced its ORIX (IX) stake by 1.9% in Q2 2026, selling an estimated $135K and leaving 199,365 shares worth $7.58M. The position accounts for 1.04% of the portfolio, ranked #36.

Gilman Hill Asset Management first reported a position in IX in Q1 2020 and has held it in 26 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Gilman Hill Asset Management held 199,365 shares of ORIX worth $7.58M as of Q2 2026.
Gilman Hill Asset Management sold 3,792 ORIX shares in Q2 2026, an estimated $135K.
ORIX made up 1.04% of Gilman Hill Asset Management's portfolio in Q2 2026, its #36 holding.
Gilman Hill Asset Management first reported a position in ORIX in Q1 2020 and has held it in 26 quarters since.
40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.