PWAM
IX icon

Private Wealth Asset Management’s ORIX IX Stock Holding History

Private Wealth Asset Management’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
-40
Closed -$1.04K – 1125
2025
Q3 		$1.04K Hold
40
– – ﹤0.01% 850
2025
Q2 		$901 Hold
40
– – ﹤0.01% 859
2025
Q1 		$836 Buy
+40
New +$839 ﹤0.01% 924

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Private Wealth Asset Management's IX Position: Q4 2025 in Review

Private Wealth Asset Management sold out of ORIX (IX) in Q4 2025, closing a stake of 40 shares — an estimated $1.04K sold.

Private Wealth Asset Management first reported a position in IX in Q1 2025 and held it in 3 quarters. The position peaked at $1.04K in Q3 2025. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • Private Wealth Asset Management reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 40 ORIX shares in Q4 2025, an estimated $1.04K.
  • Private Wealth Asset Management first reported a position in ORIX in Q1 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's ORIX position peaked at $1.04K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.