RWS
IX icon

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
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

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Retirement Wealth Solutions's IX Position: Q2 2026 in Review

Retirement Wealth Solutions increased its ORIX (IX) stake by 226% in Q2 2026, buying an estimated $3.77K and bringing the position to 153 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Retirement Wealth Solutions first reported a position in IX in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Retirement Wealth Solutions held 153 shares of ORIX worth $5.82K as of Q2 2026.
  • Retirement Wealth Solutions bought 106 ORIX shares in Q2 2026, an estimated $3.77K.
  • ORIX made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #315 holding.
  • Retirement Wealth Solutions first reported a position in ORIX in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.