HAP
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Harbor Asset Planning’s ORIX IX Stock Holding History

Harbor Asset Planning’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 		$34.4K Hold
905
– – 0.03% 262
2026
Q1 		$27.1K Hold
905
– – 0.02% 273
2025
Q4 		$26.4K Hold
905
– – 0.02% 269
2025
Q3 		$23.6K Hold
905
– – 0.02% 269
2025
Q2 		$20.4K Buy
+905
New +$18.6K 0.02% 279

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

Harbor Asset Planning's IX Position: Q2 2026 in Review

Harbor Asset Planning held its ORIX (IX) position steady in Q2 2026 at 905 shares worth $34.4K. The position accounts for 0.03% of the portfolio, ranked #262.

Harbor Asset Planning first reported a position in IX in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Harbor Asset Planning held 905 shares of ORIX worth $34.4K as of Q2 2026.
  • Harbor Asset Planning left its ORIX share count unchanged in Q2 2026.
  • ORIX made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #262 holding.
  • Harbor Asset Planning first reported a position in ORIX in Q2 2025 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.