IRP
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Investment Research Partners’s ORIX IX Stock Holding History

Investment Research 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
Q2 		$1.04M Buy
27,303
+2,479
+10% +$88.2K 0.35% 67
2026
Q1 		$744K Buy
24,824
+1,216
+5% +$38.6K 0.3% 83
2025
Q4 		$690K Sell
23,608
-48
-0.2% -$1.27K 0.3% 85
2025
Q3 		$575K Buy
+23,656
New +$587K 0.26% 94

Other funds holding IX

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Investment Research Partners's IX Position: Q2 2026 in Review

Investment Research Partners increased its ORIX (IX) stake by 10% in Q2 2026, buying an estimated $88.2K and bringing the position to 27,303 shares worth $1.04M. The position accounts for 0.35% of the portfolio, ranked #67.

Investment Research Partners first reported a position in IX in Q3 2025 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Investment Research Partners held 27,303 shares of ORIX worth $1.04M as of Q2 2026.
  • Investment Research Partners bought 2,479 ORIX shares in Q2 2026, an estimated $88.2K.
  • ORIX made up 0.35% of Investment Research Partners's portfolio in Q2 2026, its #67 holding.
  • Investment Research Partners first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
  • 234 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.