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Global Wealth Strategies & Associates’s ORIX IX Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-31
Closed -$810 – 569
2025
Q3 		$810 Buy
+31
New +$769 ﹤0.01% 434

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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Global Wealth Strategies & Associates's IX Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of ORIX (IX) in Q4 2025, closing a stake of 31 shares — an estimated $810 sold.

Global Wealth Strategies & Associates first reported a position in IX in Q3 2025 and held it in 1 quarter. The position peaked at $810 in Q3 2025. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 31 ORIX shares in Q4 2025, an estimated $810.
  • Global Wealth Strategies & Associates first reported a position in ORIX in Q3 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's ORIX position peaked at $810 in Q3 2025.
  • 241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.