HWAM
IX icon

Hennion & Walsh Asset Management’s ORIX IX Stock Holding History

Hennion & Walsh Asset Management’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 		$1.05M Buy
27,576
+13,427
+95% +$478K 0.03% 552
2026
Q1 		$424K Buy
+14,149
New +$449K 0.01% 756

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
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

Hennion & Walsh Asset Management's IX Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its ORIX (IX) stake by 95% in Q2 2026, buying an estimated $478K and bringing the position to 27,576 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #552.

Hennion & Walsh Asset Management 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.

  • Hennion & Walsh Asset Management held 27,576 shares of ORIX worth $1.05M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 13,427 ORIX shares in Q2 2026, an estimated $478K.
  • ORIX made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #552 holding.
  • Hennion & Walsh Asset Management 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 Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.