PharVision Advisers’s ORIX IX Stock Holding History

PharVision Advisers’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 Q4	–	Sell	-9,559	Closed	-$250K	–	846
2025 Q3	$250K	Buy	+9,559	New	+$237K	0.14%	331

Other funds holding IX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TRSOTSOK

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

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

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

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

PharVision Advisers's IX Position: Q4 2025 in Review

PharVision Advisers sold out of ORIX (IX) in Q4 2025, closing a stake of 9,559 shares — an estimated $250K sold.

PharVision Advisers first reported a position in IX in Q3 2025 and held it in 1 quarter. The position peaked at $250K in Q3 2025. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

PharVision Advisers reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 9,559 ORIX shares in Q4 2025, an estimated $250K.
PharVision Advisers first reported a position in ORIX in Q3 2025 and held it in 1 quarter.
PharVision Advisers's ORIX position peaked at $250K in Q3 2025.
241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.