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Retirement Wealth Solutions’s ORIX IX Stock Holding History

Retirement Wealth Solutions’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 		$4.11K Sell
109
-44
-29% -$1.74K ﹤0.01% 421
2026
Q2 		$5.82K Buy
153
+106
+226% +$3.77K ﹤0.01% 315
2026
Q1 		$1.41K Buy
+47
New +$1.49K ﹤0.01% 574
2025
Q4 		– Sell
-57
Closed -$1.49K – 804
2025
Q3 		$1.49K Buy
+57
New +$1.41K ﹤0.01% 485

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
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
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Retirement Wealth Solutions's IX Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its ORIX (IX) stake by 29% in Q3 2026, selling an estimated $1.74K and leaving 109 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Retirement Wealth Solutions first reported a position in IX in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.82K in Q2 2026. 51 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Retirement Wealth Solutions held 109 shares of ORIX worth $4.11K as of Q3 2026.
  • Retirement Wealth Solutions sold 44 ORIX shares in Q3 2026, an estimated $1.74K.
  • ORIX made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #421 holding.
  • Retirement Wealth Solutions first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's ORIX position peaked at $5.82K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.