Gradient Investments
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
Q3 		$6.06M Sell
160,643
-4,508
-3% -$178K 0.09% 182
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

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Gradient Investments's IX Position: Q3 2026 in Review

Gradient Investments reduced its ORIX (IX) stake by 2.7% in Q3 2026, selling an estimated $178K and leaving 160,643 shares worth $6.06M. The position accounts for 0.09% of the portfolio, ranked #182.

Gradient Investments first reported a position in IX in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.28M in Q2 2026. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Gradient Investments held 160,643 shares of ORIX worth $6.06M as of Q3 2026.
  • Gradient Investments sold 4,508 ORIX shares in Q3 2026, an estimated $178K.
  • ORIX made up 0.09% of Gradient Investments's portfolio in Q3 2026, its #182 holding.
  • Gradient Investments first reported a position in ORIX in Q1 2026 and has held it in 3 quarters since.
  • Gradient Investments's ORIX position peaked at $6.28M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.