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Global Retirement Partners’s ORIX IX Stock Holding History

Global Retirement Partners’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 		$796K Buy
+20,919
New +$744K 0.01% 836
2025
Q4 		$599K Buy
20,485
+19,041
+1,319% +$504K 0.01% 866
2025
Q3 		$37.7K Buy
1,444
+531
+58% +$13.2K ﹤0.01% 2063
2025
Q2 		$20.6K Buy
+913
New +$18.7K ﹤0.01% 2275
2024
Q4 		$1.91K Sell
90
-125
-58% -$2.74K ﹤0.01% 3088
2024
Q3 		$4.99K Sell
215
-85
-28% -$2K ﹤0.01% 2558
2024
Q2 		$6.68K Buy
300
+75
+33% +$1.6K ﹤0.01% 2475
2024
Q1 		$4.96K Hold
225
– – ﹤0.01% 2398
2023
Q4 		$4.32K Hold
225
– – ﹤0.01% 2380
2023
Q3 		$3.93K Buy
225
+25
+13% +$467 ﹤0.01% 2273
2023
Q2 		$3.65K Hold
200
– – ﹤0.01% 2324
2023
Q1 		$3.34K Sell
200
-115
-37% -$1.97K ﹤0.01% 2310
2022
Q4 		$5.07K Sell
315
-25
-7% -$380 ﹤0.01% 2020
2022
Q3 		$5K Buy
340
+55
+19% +$898 ﹤0.01% 1934
2022
Q2 		$5K Buy
285
+15
+6% +$273 ﹤0.01% 1889
2022
Q1 		$5K Sell
270
-10
-4% -$204 ﹤0.01% 1887
2021
Q4 		$6K Hold
280
– – ﹤0.01% 178
2021
Q3 		$5K Buy
+280
New +$5.15K ﹤0.01% 1621
2020
Q2 		– Sell
-305
Closed -$4K – 1670
2020
Q1 		$4K Buy
305
+70
+30% +$1.1K ﹤0.01% 1287
2019
Q4 		$4K Buy
235
+70
+42% +$1.12K ﹤0.01% 1375
2019
Q3 		$2K Buy
+165
New +$2.47K ﹤0.01% 1446

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Global Retirement Partners's IX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ORIX (IX) in Q2 2026: 20,919 shares worth $796K. The stake represents 0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IX as recently as Q4 2025.

Global Retirement Partners first reported a position in IX in Q3 2019 and has held it in 21 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Global Retirement Partners held 20,919 shares of ORIX worth $796K as of Q2 2026.
  • ORIX was a new Global Retirement Partners position in Q2 2026.
  • ORIX made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #836 holding.
  • Global Retirement Partners first reported a position in ORIX in Q3 2019 and has held it in 21 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.