GI
IX icon

Gradient Investments’s ORIX IX Stock Holding History

Gradient Investments’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 		$6.28M Buy
165,151
+7,697
+5% +$274K 0.09% 172
2026
Q1 		$4.72M Buy
+157,454
New +$5M 0.07% 195

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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

Gradient Investments's IX Position: Q2 2026 in Review

Gradient Investments increased its ORIX (IX) stake by 4.9% in Q2 2026, buying an estimated $274K and bringing the position to 165,151 shares worth $6.28M. The position accounts for 0.09% of the portfolio, ranked #172.

Gradient Investments first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Gradient Investments held 165,151 shares of ORIX worth $6.28M as of Q2 2026.
  • Gradient Investments bought 7,697 ORIX shares in Q2 2026, an estimated $274K.
  • ORIX made up 0.09% of Gradient Investments's portfolio in Q2 2026, its #172 holding.
  • Gradient Investments first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.