Highline Wealth Partners’s ORIX IX Stock Holding History

Highline Wealth Partners’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	$4.41K	Hold	116	–	–	﹤0.01%	892
2026 Q1	$3.48K	Hold	116	–	–	﹤0.01%	848
2025 Q4	$3.39K	Buy	+116	New	+$3.07K	﹤0.01%	682
2025 Q2	–	Sell	-25	Closed	-$522	–	987
2025 Q1	$522	Buy	+25	New	+$524	﹤0.01%	841

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Highline Wealth Partners's IX Position: Q2 2026 in Review

Highline Wealth Partners held its ORIX (IX) position steady in Q2 2026 at 116 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Highline Wealth Partners first reported a position in IX in Q1 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Highline Wealth Partners held 116 shares of ORIX worth $4.41K as of Q2 2026.
Highline Wealth Partners left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #892 holding.
Highline Wealth Partners first reported a position in ORIX in Q1 2025 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.