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Naviter Wealth’s ORIX IX Stock Holding History

Naviter Wealth’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 		$778K Buy
20,456
+4,208
+26% +$150K 0.07% 190
2026
Q1 		$487K Buy
16,248
+1,371
+9% +$43.5K 0.06% 208
2025
Q4 		$435K Sell
14,877
-1,381
-8% -$36.6K 0.06% 207
2025
Q3 		$425K Buy
16,258
+1,559
+11% +$38.7K 0.05% 208
2025
Q2 		$331K Buy
+14,699
New +$302K 0.04% 229

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

Naviter Wealth's IX Position: Q2 2026 in Review

Naviter Wealth increased its ORIX (IX) stake by 26% in Q2 2026, buying an estimated $150K and bringing the position to 20,456 shares worth $778K. The position accounts for 0.07% of the portfolio, ranked #190.

Naviter Wealth first reported a position in IX in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Naviter Wealth held 20,456 shares of ORIX worth $778K as of Q2 2026.
  • Naviter Wealth bought 4,208 ORIX shares in Q2 2026, an estimated $150K.
  • ORIX made up 0.07% of Naviter Wealth's portfolio in Q2 2026, its #190 holding.
  • Naviter Wealth first reported a position in ORIX in Q2 2025 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.