Institute for Wealth Management’s ORIX IX Stock Holding History

Institute for Wealth Management’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	$205	Buy	+5	New	+$178	﹤0.01%	1727

Other funds holding IX

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Institute for Wealth Management's IX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ORIX (IX) in Q2 2026: 5 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings.

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

Institute for Wealth Management held 5 shares of ORIX worth $205 as of Q2 2026.
ORIX was a new Institute for Wealth Management position in Q2 2026.
ORIX made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1727 holding.
182 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.