SHP Wealth Management’s ORIX IX Stock Holding History

SHP 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	$8.36K	Hold	278	–	–	﹤0.01%	950
2025 Q4	$8.14K	Buy	+278	New	+$7.36K	﹤0.01%	886

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHP Wealth Management's IX Position: Q1 2026 in Review

SHP Wealth Management held its ORIX (IX) position steady in Q1 2026 at 278 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

SHP Wealth Management first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold IX as of Q1 2026.

SHP Wealth Management held 278 shares of ORIX worth $8.36K as of Q1 2026.
SHP Wealth Management left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #950 holding.
SHP Wealth Management first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
282 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.