Norden Group’s ORIX IX Stock Holding History

Norden 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	–	Sell	-5,271	Closed	-$201K	–	712
2026 Q2	$201K	Buy	+5,271	New	+$188K	0.02%	677

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

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 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

Norden Group's IX Position: Q3 2026 in Review

Norden Group sold out of ORIX (IX) in Q3 2026, closing a stake of 5,271 shares — an estimated $201K sold.

Norden Group first reported a position in IX in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 54 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Norden Group reported no remaining ORIX position as of Q3 2026 after selling out during the quarter.
Norden Group sold 5,271 ORIX shares in Q3 2026, an estimated $201K.
Norden Group first reported a position in ORIX in Q2 2026 and held it in 1 quarter.
Norden Group's ORIX position peaked at $201K in Q2 2026.
54 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

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