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Marks Group Wealth Management’s ORIX IX Stock Holding History

Marks Group 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 		$466K Sell
12,257
-3,867
-24% -$138K 0.04% 275
2026
Q1 		$484K Buy
+16,124
New +$512K 0.05% 247

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

Marks Group Wealth Management's IX Position: Q2 2026 in Review

Marks Group Wealth Management reduced its ORIX (IX) stake by 24% in Q2 2026, selling an estimated $138K and leaving 12,257 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #275.

Marks Group Wealth Management first reported a position in IX in Q1 2026 and has held it in 2 quarters since. The position peaked at $484K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Marks Group Wealth Management held 12,257 shares of ORIX worth $466K as of Q2 2026.
  • Marks Group Wealth Management sold 3,867 ORIX shares in Q2 2026, an estimated $138K.
  • ORIX made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Marks Group Wealth Management first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • Marks Group Wealth Management's ORIX position peaked at $484K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

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