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 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 $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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Physician Wealth Advisors's IX Position: Q1 2026 in Review

Physician Wealth Advisors held its ORIX (IX) position steady in Q1 2026 at 290 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Physician Wealth Advisors first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Physician Wealth Advisors held 290 shares of ORIX worth $8.7K as of Q1 2026.
Physician Wealth Advisors left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #839 holding.
Physician Wealth Advisors first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.