Mercer Global Advisors
IX icon

Mercer Global Advisors’s ORIX IX Stock Holding History

Mercer Global 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 		$4.97M Buy
165,800
+12,532
+8% +$398K 0.01% 763
2025
Q4 		$4.48M Sell
153,268
-827
-0.5% -$21.9K 0.01% 760
2025
Q3 		$4.02M Sell
154,095
-7,692
-5% -$191K 0.01% 754
2025
Q2 		$3.64M Sell
161,787
-3,957
-2% -$81.2K 0.01% 673
2025
Q1 		$3.46M Sell
165,744
-10,071
-6% -$211K 0.01% 651
2024
Q4 		$3.74M Sell
175,815
-21,355
-11% -$468K 0.01% 630
2024
Q3 		$4.6M Buy
197,170
+7,660
+4% +$180K 0.01% 521
2024
Q2 		$4.22M Buy
189,510
+950
+0.5% +$20.3K 0.01% 492
2024
Q1 		$4.16M Buy
188,560
+1,020
+0.5% +$20.7K 0.01% 517
2023
Q4 		$3.5M Sell
187,540
-5,925
-3% -$108K 0.01% 565
2023
Q3 		$3.63M Buy
193,465
+12,870
+7% +$240K 0.01% 519
2023
Q2 		$3.29M Buy
180,595
+8,060
+5% +$140K 0.01% 564
2023
Q1 		$2.83M Buy
172,535
+6,780
+4% +$116K 0.01% 591
2022
Q4 		$2.67M Sell
165,755
-6,950
-4% -$106K 0.01% 616
2022
Q3 		$2.44M Sell
172,705
-2,025
-1% -$33.1K 0.01% 580
2022
Q2 		$2.94M Sell
174,730
-2,550
-1% -$46.3K 0.02% 511
2022
Q1 		$3.54M Buy
177,280
+5,395
+3% +$110K 0.02% 484
2021
Q4 		$3.5M Buy
171,885
+20,495
+14% +$408K 0.02% 462
2021
Q3 		$2.86M Buy
151,390
+84,820
+127% +$1.56M 0.02% 483
2021
Q2 		$1.13M Sell
66,570
-15
-0% -$256 0.01% 777
2021
Q1 		$1.13M Sell
66,585
-940
-1% -$16.1K 0.01% 741
2020
Q4 		$1.04M Buy
67,525
+1,870
+3% +$26.4K 0.01% 592
2020
Q3 		$822K Buy
65,655
+2,930
+5% +$36K 0.01% 607
2020
Q2 		$773K Sell
62,725
-15,595
-20% -$192K 0.01% 546
2020
Q1 		$926K Buy
78,320
+22,300
+40% +$352K 0.02% 496
2019
Q4 		$935K Buy
56,020
+4,500
+9% +$72.2K 0.02% 546
2019
Q3 		$774K Buy
51,520
+3,335
+7% +$50K 0.02% 559
2019
Q2 		$722K Buy
48,185
+5,060
+12% +$72.4K 0.02% 564
2019
Q1 		$620K Buy
+43,125
New +$636K 0.02% 562

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

Mercer Global Advisors's IX Position: Q1 2026 in Review

Mercer Global Advisors increased its ORIX (IX) stake by 8.2% in Q1 2026, buying an estimated $398K and bringing the position to 165,800 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #763.

Mercer Global Advisors first reported a position in IX in Q1 2019 and has held it in 29 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Mercer Global Advisors held 165,800 shares of ORIX worth $4.97M as of Q1 2026.
  • Mercer Global Advisors bought 12,532 ORIX shares in Q1 2026, an estimated $398K.
  • ORIX made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #763 holding.
  • Mercer Global Advisors first reported a position in ORIX in Q1 2019 and has held it in 29 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.