HighTower Advisors’s ORIX IX Stock Holding History

HighTower Advisors’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	$1.91M	Buy	63,767 +6,707	+12%	+$213K	﹤0.01%	1738
2025 Q4	$1.67M	Buy	57,060 +3,096	+6%	+$82K	﹤0.01%	1772
2025 Q3	$1.41M	Buy	53,964 +8,762	+19%	+$217K	﹤0.01%	1865
2025 Q2	$1.02M	Buy	45,202 +2,690	+6%	+$55.2K	﹤0.01%	2001
2025 Q1	$888K	Sell	42,512 -6,338	-13%	-$133K	﹤0.01%	2040
2024 Q4	$1.04M	Buy	48,850 +14,110	+41%	+$309K	﹤0.01%	1935
2024 Q3	$817K	Sell	34,740 -350	-1%	-$8.23K	﹤0.01%	2056
2024 Q2	$785K	Buy	35,090 +365	+1%	+$7.79K	﹤0.01%	1999
2024 Q1	$773K	Buy	34,725 +570	+2%	+$11.6K	﹤0.01%	1968
2023 Q4	$639K	Sell	34,155 -165	-0.5%	-$3K	﹤0.01%	2147
2023 Q3	$648K	Buy	34,320 +295	+0.9%	+$5.51K	﹤0.01%	2048
2023 Q2	$621K	Buy	+34,025	New	+$590K	﹤0.01%	2047

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors's IX Position: Q1 2026 in Review

HighTower Advisors increased its ORIX (IX) stake by 12% in Q1 2026, buying an estimated $213K and bringing the position to 63,767 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

HighTower Advisors first reported a position in IX in Q2 2023 and has held it in 12 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

HighTower Advisors held 63,767 shares of ORIX worth $1.91M as of Q1 2026.
HighTower Advisors bought 6,707 ORIX shares in Q1 2026, an estimated $213K.
ORIX made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1738 holding.
HighTower Advisors first reported a position in ORIX in Q2 2023 and has held it in 12 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.