NewEdge Advisors’s ORIX IX Stock Holding History

NewEdge Advisors’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	$12.2K	Hold	320	–	–	﹤0.01%	3490
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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

NewEdge Advisors's IX Position: Q2 2026 in Review

NewEdge Advisors held its ORIX (IX) position steady in Q2 2026 at 320 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

NewEdge Advisors first reported a position in IX in Q4 2022 and has held it in 12 quarters since. The position peaked at $16.9K in Q1 2024. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

NewEdge Advisors held 320 shares of ORIX worth $12.2K as of Q2 2026.
NewEdge Advisors left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3490 holding.
NewEdge Advisors first reported a position in ORIX in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's ORIX position peaked at $16.9K in Q1 2024.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.