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Highland Investment Advisors LLC’s ORIX IX Stock Holding History

Highland Investment Advisors LLC’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 		$1.94K Buy
+51
New +$1.81K ﹤0.01% 500

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Highland Investment Advisors LLC's IX Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in ORIX (IX) in Q2 2026: 51 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings.

267 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Highland Investment Advisors LLC held 51 shares of ORIX worth $1.94K as of Q2 2026.
  • ORIX was a new Highland Investment Advisors LLC position in Q2 2026.
  • ORIX made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #500 holding.
  • 267 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.