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Mosley Wealth Management’s ORIX IX Stock Holding History

Mosley 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
Q3 		$183 Hold
5
– – ﹤0.01% 748
2026
Q2 		$190 Buy
+5
New +$178 ﹤0.01% 724

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Mosley Wealth Management's IX Position: Q3 2026 in Review

Mosley Wealth Management held its ORIX (IX) position steady in Q3 2026 at 5 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Mosley Wealth Management first reported a position in IX in Q2 2026 and has held it in 2 quarters since. The position peaked at $190 in Q2 2026. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Mosley Wealth Management held 5 shares of ORIX worth $183 as of Q3 2026.
  • Mosley Wealth Management left its ORIX share count unchanged in Q3 2026.
  • ORIX made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #748 holding.
  • Mosley Wealth Management first reported a position in ORIX in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's ORIX position peaked at $190 in Q2 2026.
  • 39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.