NewEdge Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
Other funds holding IX
TAM
TRSOTSOK
CCM
NewEdge Advisors's IX Position: Q1 2026 in Review
NewEdge Advisors held its ORIX (IX) position steady in Q1 2026 at 320 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.
NewEdge Advisors first reported a position in IX in Q4 2022 and has held it in 11 quarters since. The position peaked at $16.9K in Q1 2024. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- NewEdge Advisors held 320 shares of ORIX worth $9.6K as of Q1 2026.
- NewEdge Advisors left its ORIX share count unchanged in Q1 2026.
- ORIX made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3415 holding.
- NewEdge Advisors first reported a position in ORIX in Q4 2022 and has held it in 11 quarters since.
- NewEdge Advisors's ORIX position peaked at $16.9K in Q1 2024.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.