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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
Q3 		$7.05K Buy
187
+71
+61% +$2.81K ﹤0.01% 815
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

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Highline Wealth Partners's IX Position: Q3 2026 in Review

Highline Wealth Partners increased its ORIX (IX) stake by 61% in Q3 2026, buying an estimated $2.81K and bringing the position to 187 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Highline Wealth Partners first reported a position in IX in Q1 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Highline Wealth Partners held 187 shares of ORIX worth $7.05K as of Q3 2026.
  • Highline Wealth Partners bought 71 ORIX shares in Q3 2026, an estimated $2.81K.
  • ORIX made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #815 holding.
  • Highline Wealth Partners first reported a position in ORIX in Q1 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.