OneDigital Investment Advisors’s ORIX IX Stock Holding History

OneDigital Investment 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	$287K	Buy	+7,536	New	+$268K	﹤0.01%	1316
2019 Q2	–	Sell	-9,545	Closed	-$137K	–	1233
2019 Q1	$137K	Hold	9,545	–	–	0.02%	327
2018 Q4	$137K	Hold	9,545	–	–	0.02%	304
2018 Q3	$155K	Hold	9,545	–	–	0.04%	214
2018 Q2	$151K	Buy	9,545 +2,590	+37%	+$44.7K	0.03%	265
2018 Q1	$125K	Buy	+6,955	New	+$126K	0.03%	301

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

OneDigital Investment Advisors's IX Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in ORIX (IX) in Q2 2026: 7,536 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in IX as recently as Q1 2019.

OneDigital Investment Advisors first reported a position in IX in Q1 2018 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

OneDigital Investment Advisors held 7,536 shares of ORIX worth $287K as of Q2 2026.
ORIX was a new OneDigital Investment Advisors position in Q2 2026.
ORIX made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1316 holding.
OneDigital Investment Advisors first reported a position in ORIX in Q1 2018 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.