Hardy Reed’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$545K	Hold	14,335	–	–	0.04%	143
2026 Q1	$430K	Sell	14,335 -46	-0.3%	-$1.46K	0.03%	156
2025 Q4	$420K	Sell	14,381 -323	-2%	-$8.55K	0.03%	157
2025 Q3	$384K	Buy	14,704 +1,179	+9%	+$29.2K	0.03%	169
2025 Q2	$305K	Buy	13,525 +100	+0.7%	+$2.05K	0.02%	185
2025 Q1	$280K	Hold	13,425	–	–	0.02%	190
2024 Q4	$285K	Hold	13,425	–	–	0.03%	196
2024 Q3	$312K	Hold	13,425	–	–	0.03%	184
2024 Q2	$299K	Buy	+13,425	New	+$287K	0.03%	182

Other funds holding IX

Hardy Reed held its ORIX (IX) position steady in Q2 2026 at 14,335 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #143.

Hardy Reed first reported a position in IX in Q2 2024 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Hardy Reed held 14,335 shares of ORIX worth $545K as of Q2 2026.
Hardy Reed left its ORIX share count unchanged in Q2 2026.
ORIX made up 0.04% of Hardy Reed's portfolio in Q2 2026, its #143 holding.
Hardy Reed first reported a position in ORIX in Q2 2024 and has held it in 9 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.