Net Worth Advisory Group’s ORIX IX Stock Holding History

Net Worth Advisory Group’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	$349K	Sell	9,341 -1,693	-15%	-$67K	0.09%	245
2026 Q2	$420K	Sell	11,034 -47	-0.4%	-$1.67K	0.11%	202
2026 Q1	$332K	Sell	11,081 -55	-0.5%	-$1.74K	0.07%	276
2025 Q4	$325K	Buy	11,136 +389	+4%	+$10.3K	0.07%	291
2025 Q3	$281K	Sell	10,747 -666	-6%	-$16.5K	0.08%	301
2025 Q2	$257K	Sell	11,413 -109	-0.9%	-$2.24K	0.06%	353
2025 Q1	$241K	Sell	11,522 -638	-5%	-$13.4K	0.08%	306
2024 Q4	$258K	Sell	12,160 -280	-2%	-$6.14K	0.08%	291
2024 Q3	$289K	Buy	+12,440	New	+$292K	0.09%	285

Other funds holding IX

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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 Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

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 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

Net Worth Advisory Group's IX Position: Q3 2026 in Review

Net Worth Advisory Group reduced its ORIX (IX) stake by 15% in Q3 2026, selling an estimated $67K and leaving 9,341 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #245.

Net Worth Advisory Group first reported a position in IX in Q3 2024 and has held it in 9 quarters since. The position peaked at $420K in Q2 2026. 45 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Net Worth Advisory Group held 9,341 shares of ORIX worth $349K as of Q3 2026.
Net Worth Advisory Group sold 1,693 ORIX shares in Q3 2026, an estimated $67K.
ORIX made up 0.09% of Net Worth Advisory Group's portfolio in Q3 2026, its #245 holding.
Net Worth Advisory Group first reported a position in ORIX in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's ORIX position peaked at $420K in Q2 2026.
45 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.