Physician Wealth Advisors
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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
Q3 		$11.4K Hold
303
– – ﹤0.01% 861
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

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Physician Wealth Advisors's IX Position: Q3 2026 in Review

Physician Wealth Advisors held its ORIX (IX) position steady in Q3 2026 at 303 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Physician Wealth Advisors first reported a position in IX in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.5K in Q2 2026. 67 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Physician Wealth Advisors held 303 shares of ORIX worth $11.4K as of Q3 2026.
  • Physician Wealth Advisors left its ORIX share count unchanged in Q3 2026.
  • ORIX made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #861 holding.
  • Physician Wealth Advisors first reported a position in ORIX in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's ORIX position peaked at $11.5K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.