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Ritholtz Wealth Management’s ORIX IX Stock Holding History

Ritholtz Wealth 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
2026
Q1 		$3.12M Buy
104,097
+25,410
+32% +$806K 0.05% 262
2025
Q4 		$2.3M Buy
78,687
+891
+1% +$23.6K 0.04% 319
2025
Q3 		$2.03M Buy
77,796
+677
+0.9% +$16.8K 0.04% 324
2025
Q2 		$1.74M Sell
77,119
-6,305
-8% -$129K 0.04% 329
2025
Q1 		$1.74M Sell
83,424
-4,781
-5% -$100K 0.05% 273
2024
Q4 		$1.87M Sell
88,205
-2,525
-3% -$55.3K 0.06% 246
2024
Q3 		$2.11M Buy
90,730
+9,090
+11% +$214K 0.06% 218
2024
Q2 		$1.82M Sell
81,640
-2,250
-3% -$48K 0.06% 220
2024
Q1 		$1.85M Buy
83,890
+1,690
+2% +$34.4K 0.06% 213
2023
Q4 		$1.54M Buy
82,200
+355
+0.4% +$6.46K 0.06% 221
2023
Q3 		$1.54M Sell
81,845
-100
-0.1% -$1.87K 0.07% 192
2023
Q2 		$1.49M Sell
81,945
-4,900
-6% -$84.9K 0.07% 189
2023
Q1 		$1.43M Sell
86,845
-23,045
-21% -$395K 0.07% 180
2022
Q4 		$1.77M Buy
109,890
+42,965
+64% +$653K 0.1% 147
2022
Q3 		$946K Sell
66,925
-16,465
-20% -$269K 0.05% 256
2022
Q2 		$1.4M Sell
83,390
-7,275
-8% -$132K 0.09% 139
2022
Q1 		$1.81M Buy
90,665
+9,750
+12% +$199K 0.12% 100
2021
Q4 		$1.65M Buy
80,915
+19,610
+32% +$390K 0.1% 96
2021
Q3 		$1.16M Buy
61,305
+11,150
+22% +$205K 0.08% 121
2021
Q2 		$849K Buy
50,155
+11,720
+30% +$200K 0.06% 168
2021
Q1 		$652K Buy
+38,435
New +$657K 0.05% 170

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return