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
Q2 		$972K Buy
25,563
+2,330
+10% +$82.9K ﹤0.01% 1105
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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Lido Advisors's IX Position: Q2 2026 in Review

Lido Advisors increased its ORIX (IX) stake by 10% in Q2 2026, buying an estimated $82.9K and bringing the position to 25,563 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Lido Advisors first reported a position in IX in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Lido Advisors held 25,563 shares of ORIX worth $972K as of Q2 2026.
  • Lido Advisors bought 2,330 ORIX shares in Q2 2026, an estimated $82.9K.
  • ORIX made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1105 holding.
  • Lido Advisors first reported a position in ORIX in Q4 2024 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.