Goldman Sachs
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Goldman Sachs’s ORIX IX Stock Holding History

Goldman Sachs’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
Q1 		$1.72M Sell
57,193
-24,443
-30% -$776K ﹤0.01% 4672
2025
Q4 		$2.39M Buy
81,636
+1,436
+2% +$38K ﹤0.01% 4417
2025
Q3 		$2.09M Sell
80,200
-16,348
-17% -$405K ﹤0.01% 4433
2025
Q2 		$2.17M Buy
96,548
+94
+0.1% +$1.93K ﹤0.01% 4111
2025
Q1 		$2.01M Buy
96,454
+24,334
+34% +$510K ﹤0.01% 4154
2024
Q4 		$1.53M Buy
72,120
+1,550
+2% +$34K ﹤0.01% 4513
2024
Q3 		$1.64M Sell
70,570
-12,820
-15% -$301K ﹤0.01% 4320
2024
Q2 		$1.86M Buy
83,390
+16,665
+25% +$356K ﹤0.01% 3972
2024
Q1 		$1.47M Sell
66,725
-155,585
-70% -$3.16M ﹤0.01% 4077
2023
Q4 		$4.15M Sell
222,310
-2,000
-0.9% -$36.4K ﹤0.01% 3321
2023
Q3 		$4.21M Sell
224,310
-35
-0% -$654 ﹤0.01% 3139
2023
Q2 		$4.09M Buy
224,345
+6,535
+3% +$113K ﹤0.01% 3272
2023
Q1 		$3.58M Sell
217,810
-2,565
-1% -$43.9K ﹤0.01% 3372
2022
Q4 		$3.55M Buy
220,375
+22,095
+11% +$336K ﹤0.01% 3480
2022
Q3 		$2.8M Sell
198,280
-32,310
-14% -$528K ﹤0.01% 3667
2022
Q2 		$3.88M Buy
230,590
+865
+0.4% +$15.7K ﹤0.01% 3403
2022
Q1 		$4.59M Buy
229,725
+8,230
+4% +$168K ﹤0.01% 3437
2021
Q4 		$4.51M Buy
221,495
+14,125
+7% +$281K ﹤0.01% 3523
2021
Q3 		$3.92M Sell
207,370
-11,125
-5% -$205K ﹤0.01% 3567
2021
Q2 		$3.7M Sell
218,495
-7,870
-3% -$134K ﹤0.01% 3624
2021
Q1 		$3.84M Buy
226,365
+10,975
+5% +$188K ﹤0.01% 3388
2020
Q4 		$3.33M Sell
215,390
-4,615
-2% -$65.1K ﹤0.01% 3329
2020
Q3 		$2.75M Buy
220,005
+65,420
+42% +$804K ﹤0.01% 3342
2020
Q2 		$1.9M Sell
154,585
-176,250
-53% -$2.17M ﹤0.01% 3492
2020
Q1 		$3.91M Sell
330,835
-34,275
-9% -$541K ﹤0.01% 2831
2019
Q4 		$6.09M Sell
365,110
-5,575
-2% -$89.5K ﹤0.01% 2798
2019
Q3 		$5.57M Sell
370,685
-55,015
-13% -$824K ﹤0.01% 2774
2019
Q2 		$6.38M Buy
425,700
+170,595
+67% +$2.44M ﹤0.01% 2674
2019
Q1 		$3.67M Sell
255,105
-8,285
-3% -$122K ﹤0.01% 3212
2018
Q4 		$3.77M Sell
263,390
-56,605
-18% -$887K ﹤0.01% 3119
2018
Q3 		$5.19M Sell
319,995
-41,425
-11% -$668K ﹤0.01% 2962
2018
Q2 		$5.71M Sell
361,420
-40,565
-10% -$700K ﹤0.01% 2864
2018
Q1 		$7.22M Buy
401,985
+48,105
+14% +$871K ﹤0.01% 2612
2017
Q4 		$6M Buy
353,880
+16,215
+5% +$275K ﹤0.01% 2853
2017
Q3 		$5.47M Buy
337,665
+21,445
+7% +$345K ﹤0.01% 3061
2017
Q2 		$4.93M Buy
316,220
+53,950
+21% +$843K ﹤0.01% 3065
2017
Q1 		$3.9M Buy
262,270
+315
+0.1% +$4.88K ﹤0.01% 3148
2016
Q4 		$4.08M Buy
261,955
+21,395
+9% +$328K ﹤0.01% 3222
2016
Q3 		$3.57M Buy
240,560
+53,860
+29% +$760K ﹤0.01% 3342
2016
Q2 		$2.39M Buy
186,700
+6,235
+3% +$86.8K ﹤0.01% 3458
2016
Q1 		$2.58M Buy
+180,465
New +$2.46M ﹤0.01% 3254
2014
Q4 		– Sell
-269,715
Closed -$3.72M – 7210
2014
Q3 		$3.72M Buy
269,715
+28,560
+12% +$438K ﹤0.01% 3320
2014
Q2 		$4M Buy
241,155
+35,875
+17% +$546K ﹤0.01% 3275
2014
Q1 		$2.89M Buy
205,280
+14,900
+8% +$228K ﹤0.01% 3610
2013
Q4 		$3.39M Buy
190,380
+20,800
+12% +$356K ﹤0.01% 3513
2013
Q3 		$2.77M Buy
169,580
+29,735
+21% +$442K ﹤0.01% 3580
2013
Q2 		$1.91M Buy
+139,845
New +$1.98M ﹤0.01% 3781

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs's IX Position: Q1 2026 in Review

Goldman Sachs reduced its ORIX (IX) stake by 30% in Q1 2026, selling an estimated $776K and leaving 57,193 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #4672.

Goldman Sachs first reported a position in IX in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.22M in Q1 2018. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Goldman Sachs held 57,193 shares of ORIX worth $1.72M as of Q1 2026.
  • Goldman Sachs sold 24,443 ORIX shares in Q1 2026, an estimated $776K.
  • ORIX made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #4672 holding.
  • Goldman Sachs first reported a position in ORIX in Q2 2013 and has held it in 47 quarters since.
  • Goldman Sachs's ORIX position peaked at $7.22M in Q1 2018.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.