Manchester Capital Management’s ORIX IX Stock Holding History

Manchester Capital 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 Q1	$23.7K	Hold	790	–	–	﹤0.01%	638
2025 Q4	$23.1K	Buy	790 +720	+1,029%	+$19.1K	﹤0.01%	634
2025 Q3	$1.83K	Hold	70	–	–	﹤0.01%	1089
2025 Q2	$1.58K	Buy	+70	New	+$1.44K	﹤0.01%	1023
2022 Q1	–	Sell	-470	Closed	-$10K	–	1076
2021 Q4	$10K	Buy	470 +205	+77%	+$4.08K	﹤0.01%	568
2021 Q3	$5K	Hold	265	–	–	﹤0.01%	685
2021 Q2	$4K	Buy	+265	New	+$4.52K	﹤0.01%	594
2015 Q1	–	Sell	-1,340	Closed	-$17K	–	705
2014 Q4	$17K	Sell	1,340 -2,705	-67%	-$35.4K	﹤0.01%	911
2014 Q3	$56K	Buy	4,045 +1,380	+52%	+$21.2K	0.01%	704
2014 Q2	$44K	Buy	+2,665	New	+$40.6K	0.01%	734

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manchester Capital Management's IX Position: Q1 2026 in Review

Manchester Capital Management held its ORIX (IX) position steady in Q1 2026 at 790 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Manchester Capital Management first reported a position in IX in Q2 2014 and has held it in 10 quarters since. The position peaked at $56K in Q3 2014. 281 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Manchester Capital Management held 790 shares of ORIX worth $23.7K as of Q1 2026.
Manchester Capital Management left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #638 holding.
Manchester Capital Management first reported a position in ORIX in Q2 2014 and has held it in 10 quarters since.
Manchester Capital Management's ORIX position peaked at $56K in Q3 2014.
281 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.