NWAG
IX icon

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
Q2 		$420K Sell
11,034
-47
-0.4% -$1.67K 0.11% 202
2026
Q1 		$332K Sell
11,081
-55
-0.5% -$1.75K 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% -$6.13K 0.08% 291
2024
Q3 		$289K Buy
+12,440
New +$292K 0.09% 285

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Net Worth Advisory Group's IX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its ORIX (IX) stake by 0.42% in Q2 2026, selling an estimated $1.67K and leaving 11,034 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #202.

Net Worth Advisory Group first reported a position in IX in Q3 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Net Worth Advisory Group held 11,034 shares of ORIX worth $420K as of Q2 2026.
  • Net Worth Advisory Group sold 47 ORIX shares in Q2 2026, an estimated $1.67K.
  • ORIX made up 0.11% of Net Worth Advisory Group's portfolio in Q2 2026, its #202 holding.
  • Net Worth Advisory Group first reported a position in ORIX in Q3 2024 and has held it in 8 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.