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Gitterman Wealth Management’s ORIX IX Stock Holding History

Gitterman Wealth 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
2025
Q3 		– Sell
-1,890
Closed -$42.6K – 234
2025
Q2 		$42.6K Sell
1,890
-7,934
-81% -$163K 0.01% 286
2025
Q1 		$205K Buy
9,824
+189
+2% +$3.96K 0.05% 119
2024
Q4 		$205K Buy
9,635
+810
+9% +$17.7K 0.09% 118
2024
Q3 		$205K Buy
+8,825
New +$207K 0.09% 122

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Gitterman Wealth Management's IX Position: Q3 2025 in Review

Gitterman Wealth Management sold out of ORIX (IX) in Q3 2025, closing a stake of 1,890 shares — an estimated $42.6K sold.

Gitterman Wealth Management first reported a position in IX in Q3 2024 and held it in 4 quarters. The position peaked at $205K in Q1 2025. 216 funds tracked by Wall St. Rank hold IX as of Q3 2025.

  • Gitterman Wealth Management reported no remaining ORIX position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,890 ORIX shares in Q3 2025, an estimated $42.6K.
  • Gitterman Wealth Management first reported a position in ORIX in Q3 2024 and held it in 4 quarters.
  • Gitterman Wealth Management's ORIX position peaked at $205K in Q1 2025.
  • 216 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.