Orion Portfolio Solutions’s ORIX IX Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$891K	Sell	42,663 -14,102	-25%	-$296K	0.01%	1142
2024 Q4	$1.21M	Buy	56,765 +15,850	+39%	+$347K	0.01%	947
2024 Q3	$950K	Buy	40,915 +670	+2%	+$15.7K	0.01%	1065
2024 Q2	$896K	Sell	40,245 -1,705	-4%	-$36.4K	0.01%	1036
2024 Q1	$925K	Sell	41,950 -290	-0.7%	-$5.89K	0.01%	1021
2023 Q4	$820K	Sell	42,240 -550	-1%	-$10K	0.01%	1036
2023 Q3	$803K	Sell	42,790 -1,050	-2%	-$19.6K	0.01%	1024
2023 Q2	$800K	Sell	43,840 -1,575	-3%	-$27.3K	0.01%	1037
2023 Q1	$746K	Buy	+45,415	New	+$778K	0.01%	998

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Orion Portfolio Solutions's IX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its ORIX (IX) stake by 25% in Q1 2025, selling an estimated $296K and leaving 42,663 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #1142.

Orion Portfolio Solutions first reported a position in IX in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2024. 190 funds tracked by Wall St. Rank hold IX as of Q1 2025.

Orion Portfolio Solutions held 42,663 shares of ORIX worth $891K as of Q1 2025.
Orion Portfolio Solutions sold 14,102 ORIX shares in Q1 2025, an estimated $296K.
ORIX made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1142 holding.
Orion Portfolio Solutions first reported a position in ORIX in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's ORIX position peaked at $1.21M in Q4 2024.
190 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.