Parallel Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $308K | Buy |
10,272
+1,040
| +11% | +$33K | 0.01% | 933 |
|
|
2025
Q4 | $270K | Sell |
9,232
-20
| -0.2% | -$530 | ﹤0.01% | 941 |
|
|
2025
Q3 | $242K | Buy |
9,252
+37
| +0.4% | +$918 | ﹤0.01% | 966 |
|
|
2025
Q2 | $208K | Sell |
9,215
-20
| -0.2% | -$411 | ﹤0.01% | 998 |
|
|
2025
Q1 | $193K | Hold |
9,235
| – | – | ﹤0.01% | 975 |
|
|
2024
Q4 | $196K | Buy |
9,235
+30
| +0.3% | +$657 | ﹤0.01% | 940 |
|
|
2024
Q3 | $214K | Sell |
9,205
-110
| -1% | -$2.58K | 0.01% | 895 |
|
|
2024
Q2 | $207K | Sell |
9,315
-40
| -0.4% | -$854 | 0.01% | 858 |
|
|
2024
Q1 | $206K | Buy |
9,355
+105
| +1% | +$2.13K | 0.01% | 844 |
|
|
2023
Q4 | $173K | Buy |
9,250
+25
| +0.3% | +$455 | 0.01% | 868 |
|
|
2023
Q3 | $173K | Buy |
9,225
+55
| +0.6% | +$1.03K | 0.01% | 838 |
|
|
2023
Q2 | $167K | Sell |
9,170
-445
| -5% | -$7.71K | 0.01% | 856 |
|
|
2023
Q1 | $158K | Sell |
9,615
-600
| -6% | -$10.3K | 0.01% | 868 |
|
|
2022
Q4 | $165K | Sell |
10,215
-1,430
| -12% | -$21.7K | 0.01% | 785 |
|
|
2022
Q3 | $165K | Sell |
11,645
-590
| -5% | -$9.64K | 0.01% | 752 |
|
|
2022
Q2 | $206K | Buy |
12,235
+30
| +0.2% | +$545 | 0.01% | 665 |
|
|
2022
Q1 | $248K | Sell |
12,205
-3,055
| -20% | -$62.4K | 0.01% | 653 |
|
|
2021
Q4 | $311K | Sell |
15,260
-505
| -3% | -$10.1K | 0.01% | 588 |
|
|
2021
Q3 | $298K | Buy |
15,765
+3,310
| +27% | +$60.9K | 0.01% | 574 |
|
|
2021
Q2 | $211K | Buy |
12,455
+5,890
| +90% | +$101K | 0.01% | 663 |
|
|
2021
Q1 | $111K | Buy |
6,565
+100
| +2% | +$1.71K | 0.01% | 845 |
|
|
2020
Q4 | $100K | Buy |
6,465
+730
| +13% | +$10.3K | 0.01% | 811 |
|
|
2020
Q3 | $72K | Buy |
5,735
+215
| +4% | +$2.64K | ﹤0.01% | 909 |
|
|
2020
Q2 | $68K | Buy |
5,520
+2,925
| +113% | +$36K | ﹤0.01% | 921 |
|
|
2020
Q1 | $30K | Sell |
2,595
-5,100
| -66% | -$80.5K | ﹤0.01% | 1132 |
|
|
2019
Q4 | $128K | Buy |
7,695
+2,050
| +36% | +$32.9K | 0.01% | 681 |
|
|
2019
Q3 | $85K | Buy |
5,645
+1,035
| +22% | +$15.5K | 0.01% | 770 |
|
|
2019
Q2 | $69K | Buy |
4,610
+2,525
| +121% | +$36.1K | 0.01% | 784 |
|
|
2019
Q1 | $30K | Sell |
2,085
-145
| -7% | -$2.14K | ﹤0.01% | 1058 |
|
|
2018
Q4 | $31K | Buy |
2,230
+360
| +19% | +$5.64K | ﹤0.01% | 917 |
|
|
2018
Q3 | $30K | Sell |
1,870
-125
| -6% | -$2.01K | ﹤0.01% | 1002 |
|
|
2018
Q2 | $31K | Hold |
1,995
| – | – | ﹤0.01% | 897 |
|
|
2018
Q1 | $36K | Sell |
1,995
-20
| -1% | -$362 | 0.01% | 816 |
|
|
2017
Q4 | $34K | Buy |
2,015
+20
| +1% | +$339 | 0.01% | 827 |
|
|
2017
Q3 | $34K | Buy |
1,995
+310
| +18% | +$4.99K | 0.01% | 806 |
|
|
2017
Q2 | $28K | Buy |
1,685
+1,085
| +181% | +$16.9K | 0.01% | 882 |
|
|
2017
Q1 | $9K | Buy |
600
+330
| +122% | +$5.12K | ﹤0.01% | 1265 |
|
|
2016
Q4 | $4K | Buy |
+270
| New | +$4.14K | ﹤0.01% | 1436 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
Parallel Advisors's IX Position: Q1 2026 in Review
Parallel Advisors increased its ORIX (IX) stake by 11% in Q1 2026, buying an estimated $33K and bringing the position to 10,272 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #933.
Parallel Advisors first reported a position in IX in Q4 2016 and has held it in 38 quarters since. The position peaked at $311K in Q4 2021. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- Parallel Advisors held 10,272 shares of ORIX worth $308K as of Q1 2026.
- Parallel Advisors bought 1,040 ORIX shares in Q1 2026, an estimated $33K.
- ORIX made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #933 holding.
- Parallel Advisors first reported a position in ORIX in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's ORIX position peaked at $311K in Q4 2021.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.