Nuveen
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Nuveen’s ORIX IX Stock Holding History

Nuveen’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 		$838K Buy
+22,021
New +$783K ﹤0.01% 3029
2022
Q1 		– Sell
-207,465
Closed -$4.22M – 3408
2021
Q4 		$4.22M Sell
207,465
-48,135
-19% -$958K ﹤0.01% 2221
2021
Q3 		$4.83M Sell
255,600
-35
-0% -$644 ﹤0.01% 2230
2021
Q2 		$4.33M Buy
255,635
+1,200
+0.5% +$20.5K ﹤0.01% 2326
2021
Q1 		$4.32M Buy
254,435
+600
+0.2% +$10.3K ﹤0.01% 2232
2020
Q4 		$3.93M Sell
253,835
-15
-0% -$212 ﹤0.01% 2196
2020
Q3 		$3.18M Buy
253,850
+10,270
+4% +$126K ﹤0.01% 2146
2020
Q2 		$3M Sell
243,580
-285
-0.1% -$3.5K ﹤0.01% 2156
2020
Q1 		$2.88M Buy
243,865
+2,675
+1% +$42.2K ﹤0.01% 2015
2019
Q4 		$4.02M Buy
241,190
+420
+0.2% +$6.74K ﹤0.01% 2104
2019
Q3 		$3.62M Sell
240,770
-1,825
-0.8% -$27.4K ﹤0.01% 2130
2019
Q2 		$3.63M Buy
+242,595
New +$3.47M ﹤0.01% 2154
2018
Q1 		– Sell
-14,235
Closed -$241K – 1109
2017
Q4 		$241K Buy
14,235
+280
+2% +$4.74K ﹤0.01% 1027
2017
Q3 		$226K Sell
13,955
-5,820
-29% -$93.6K ﹤0.01% 1048
2017
Q2 		$308K Buy
19,775
+5,620
+40% +$87.8K ﹤0.01% 1019
2017
Q1 		$213K Buy
+14,155
New +$219K ﹤0.01% 1307

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Nuveen's IX Position: Q2 2026 in Review

Nuveen opened a new position in ORIX (IX) in Q2 2026: 22,021 shares worth $838K. The stake represents ﹤0.01% of the portfolio and ranks #3029 among its holdings. This is a return to the name: Nuveen previously reported a position in IX as recently as Q4 2021.

Nuveen first reported a position in IX in Q1 2017 and has held it in 16 quarters since. The position peaked at $4.83M in Q3 2021. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Nuveen held 22,021 shares of ORIX worth $838K as of Q2 2026.
  • ORIX was a new Nuveen position in Q2 2026.
  • ORIX made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3029 holding.
  • Nuveen first reported a position in ORIX in Q1 2017 and has held it in 16 quarters since.
  • Nuveen's ORIX position peaked at $4.83M in Q3 2021.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.