SHP Wealth Management
IX icon

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
Q2 		$10.6K Buy
279
+1
+0.4% +$36 ﹤0.01% 958
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
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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

SHP Wealth Management's IX Position: Q2 2026 in Review

SHP Wealth Management increased its ORIX (IX) stake by 0.36% in Q2 2026, buying an estimated $36 and bringing the position to 279 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

SHP Wealth Management first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • SHP Wealth Management held 279 shares of ORIX worth $10.6K as of Q2 2026.
  • SHP Wealth Management bought 1 ORIX share in Q2 2026, an estimated $36.
  • ORIX made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #958 holding.
  • SHP Wealth Management first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.