Lido Advisors
IX icon

Lido Advisors’s ORIX IX Stock Holding History

Lido 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 		$697K Buy
23,233
+6,036
+35% +$192K ﹤0.01% 1130
2025
Q4 		$455K Hold
17,197
– – ﹤0.01% 1339
2025
Q3 		$449K Buy
17,197
+4,313
+33% +$107K ﹤0.01% 1281
2025
Q2 		$290K Sell
12,884
-2,316
-15% -$47.6K ﹤0.01% 1364
2025
Q1 		$318K Buy
15,200
+3,300
+28% +$69.2K ﹤0.01% 1192
2024
Q4 		$253K Buy
+11,900
New +$261K ﹤0.01% 1293

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lido Advisors's IX Position: Q1 2026 in Review

Lido Advisors increased its ORIX (IX) stake by 35% in Q1 2026, buying an estimated $192K and bringing the position to 23,233 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Lido Advisors first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Lido Advisors held 23,233 shares of ORIX worth $697K as of Q1 2026.
  • Lido Advisors bought 6,036 ORIX shares in Q1 2026, an estimated $192K.
  • ORIX made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1130 holding.
  • Lido Advisors first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

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