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 Q2	$2.23M	Sell	58,650 -5,117	-8%	-$182K	﹤0.01%	1695
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 $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

HighTower Advisors's IX Position: Q2 2026 in Review

HighTower Advisors reduced its ORIX (IX) stake by 8% in Q2 2026, selling an estimated $182K and leaving 58,650 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

HighTower Advisors first reported a position in IX in Q2 2023 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

HighTower Advisors held 58,650 shares of ORIX worth $2.23M as of Q2 2026.
HighTower Advisors sold 5,117 ORIX shares in Q2 2026, an estimated $182K.
ORIX made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1695 holding.
HighTower Advisors first reported a position in ORIX in Q2 2023 and has held it in 13 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.