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Hardy Reed’s ORIX IX Stock Holding History

Hardy Reed’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 		$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

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

Hardy Reed's IX Position: Q1 2026 in Review

Hardy Reed reduced its ORIX (IX) stake by 0.32% in Q1 2026, selling an estimated $1.46K and leaving 14,335 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #156.

Hardy Reed first reported a position in IX in Q2 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Hardy Reed held 14,335 shares of ORIX worth $430K as of Q1 2026.
  • Hardy Reed sold 46 ORIX shares in Q1 2026, an estimated $1.46K.
  • ORIX made up 0.03% of Hardy Reed's portfolio in Q1 2026, its #156 holding.
  • Hardy Reed first reported a position in ORIX in Q2 2024 and has held it in 8 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.