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Plan A Wealth’s ORIX IX Stock Holding History

Plan A Wealth’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 		$1.05M Buy
27,772
+535
+2% +$21.2K 0.37% 31
2026
Q2 		$1.04M Buy
27,237
+2,037
+8% +$72.5K 0.44% 28
2026
Q1 		$756K Buy
25,200
+882
+4% +$28K 0.36% 35
2025
Q4 		$711K Buy
24,318
+1,396
+6% +$37K 0.35% 42
2025
Q3 		$599K Buy
22,922
+1,878
+9% +$46.6K 0.3% 51
2025
Q2 		$474K Buy
+21,044
New +$432K 0.27% 70

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
HJIM
Henry James International Management New York $330M AUM 35.5% 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
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Plan A Wealth's IX Position: Q3 2026 in Review

Plan A Wealth increased its ORIX (IX) stake by 2% in Q3 2026, buying an estimated $21.2K and bringing the position to 27,772 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #31.

Plan A Wealth first reported a position in IX in Q2 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Plan A Wealth held 27,772 shares of ORIX worth $1.05M as of Q3 2026.
  • Plan A Wealth bought 535 ORIX shares in Q3 2026, an estimated $21.2K.
  • ORIX made up 0.37% of Plan A Wealth's portfolio in Q3 2026, its #31 holding.
  • Plan A Wealth first reported a position in ORIX in Q2 2025 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.