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NewEdge Advisors’s
ORIX
IX
Stock Holding History
NewEdge Advisors’s Portfolio
IX Stock Details
IX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$9.6K
Hold
320
–
–
﹤0.01%
3415
2025
Q4
$9.35K
Hold
320
–
–
﹤0.01%
3486
2025
Q3
$8.36K
Sell
320
-14
-4%
-$347
﹤0.01%
3381
2025
Q2
$7.52K
Buy
334
+14
+4%
+$287
﹤0.01%
3298
2025
Q1
$6.68K
Hold
320
–
–
﹤0.01%
3217
2024
Q4
$6.8K
Hold
320
–
–
﹤0.01%
3149
2024
Q3
$7.43K
Hold
320
–
–
﹤0.01%
3030
2024
Q2
$7.12K
Sell
320
-445
-58%
-$9.5K
﹤0.01%
2979
2024
Q1
$16.9K
Buy
765
+575
+303%
+$11.7K
﹤0.01%
2684
2023
Q4
$3.55K
Buy
+190
New
+$3.46K
﹤0.01%
3212
2023
Q1
–
Sell
-635
Closed
-$10.2K
–
3799
2022
Q4
$10.2K
Buy
+635
New
+$9.65K
﹤0.01%
2365
Other funds holding IX
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
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
New York
$115B AUM
24.78%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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