Physician Wealth Advisors’s ORIX IX Stock Holding History

Physician Wealth 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	$11.5K	Buy	303 +13	+4%	+$462	﹤0.01%	831
2026 Q1	$8.7K	Hold	290	–	–	﹤0.01%	839
2025 Q4	$8.47K	Hold	290	–	–	﹤0.01%	824
2025 Q3	$7.58K	Hold	290	–	–	﹤0.01%	815
2025 Q2	$6.53K	Hold	290	–	–	﹤0.01%	736
2025 Q1	$6.06K	Hold	290	–	–	﹤0.01%	704
2024 Q4	$6.16K	Buy	+290	New	+$6.35K	﹤0.01%	701

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

Physician Wealth Advisors's IX Position: Q2 2026 in Review

Physician Wealth Advisors increased its ORIX (IX) stake by 4.5% in Q2 2026, buying an estimated $462 and bringing the position to 303 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Physician Wealth Advisors first reported a position in IX in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Physician Wealth Advisors held 303 shares of ORIX worth $11.5K as of Q2 2026.
Physician Wealth Advisors bought 13 ORIX shares in Q2 2026, an estimated $462.
ORIX made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #831 holding.
Physician Wealth Advisors first reported a position in ORIX in Q4 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.