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Mount Yale Investment Advisors’s ORIX IX Stock Holding History

Mount Yale Investment 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 		$254K Buy
8,457
+1,428
+20% +$45.3K 0.01% 964
2025
Q4 		$205K Buy
+7,029
New +$186K 0.01% 693
2025
Q3 		– Sell
-32,473
Closed -$731K – 1146
2025
Q2 		$731K Buy
32,473
+9,448
+41% +$194K 0.06% 267
2025
Q1 		$481K Buy
23,025
+1,150
+5% +$24.1K 0.04% 332
2024
Q4 		$465K Buy
21,875
+645
+3% +$14.1K 0.04% 353
2024
Q3 		$493K Sell
21,230
-410
-2% -$9.64K 0.05% 349
2024
Q2 		$482K Buy
21,640
+175
+0.8% +$3.74K 0.04% 350
2024
Q1 		$473K Sell
21,465
-12,705
-37% -$258K 0.04% 363
2023
Q4 		$638K Buy
34,170
+590
+2% +$10.7K 0.06% 273
2023
Q3 		$631K Buy
33,580
+235
+0.7% +$4.39K 0.07% 270
2023
Q2 		$608K Buy
33,345
+505
+2% +$8.75K 0.06% 279
2023
Q1 		$539K Buy
32,840
+8,820
+37% +$151K 0.06% 289
2022
Q4 		$387K Buy
24,020
+865
+4% +$13.1K 0.04% 318
2022
Q3 		$327K Buy
23,155
+315
+1% +$5.14K 0.04% 327
2022
Q2 		$384K Sell
22,840
-4,465
-16% -$81.1K 0.05% 315
2022
Q1 		$545K Buy
27,305
+9,330
+52% +$191K 0.06% 296
2021
Q4 		$366K Buy
17,975
+1,660
+10% +$33K 0.04% 331
2021
Q3 		$308K Buy
+16,315
New +$300K 0.04% 346
2018
Q4 		– Sell
-3,810
Closed -$62K – 536
2018
Q3 		$62K Sell
3,810
-12,085
-76% -$195K 0.01% 565
2018
Q2 		$251K Buy
15,895
+2,665
+20% +$46K 0.05% 275
2018
Q1 		$238K Buy
+13,230
New +$239K 0.05% 271

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

Mount Yale Investment Advisors's IX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its ORIX (IX) stake by 20% in Q1 2026, buying an estimated $45.3K and bringing the position to 8,457 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #964.

Mount Yale Investment Advisors first reported a position in IX in Q1 2018 and has held it in 21 quarters since. The position peaked at $731K in Q2 2025. 281 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Mount Yale Investment Advisors held 8,457 shares of ORIX worth $254K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,428 ORIX shares in Q1 2026, an estimated $45.3K.
  • ORIX made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #964 holding.
  • Mount Yale Investment Advisors first reported a position in ORIX in Q1 2018 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's ORIX position peaked at $731K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.