SimplyRich’s ORIX IX Stock Holding History

SimplyRich’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	$1.9M	Sell	63,234 -87	-0.1%	-$2.76K	0.49%	46
2025 Q4	$1.85M	Buy	63,321 +17,040	+37%	+$451K	0.48%	48
2025 Q3	$1.21M	Buy	46,281 +645	+1%	+$16K	0.33%	72
2025 Q2	$1.03M	Buy	45,636 +14,188	+45%	+$291K	0.29%	83
2025 Q1	$656K	Buy	31,448 +398	+1%	+$8.34K	0.19%	104
2024 Q4	$659K	Sell	31,050 -345	-1%	-$7.56K	0.19%	105
2024 Q3	$728K	Hold	31,395	–	–	0.2%	101
2024 Q2	$698K	Hold	31,395	–	–	0.22%	93
2024 Q1	$692K	Hold	31,395	–	–	0.22%	94
2023 Q4	$586K	Hold	31,395	–	–	0.2%	103
2023 Q3	$589K	Hold	31,395	–	–	0.29%	87
2023 Q2	$572K	Hold	31,395	–	–	0.2%	104
2023 Q1	$515K	Hold	31,395	–	–	0.19%	108
2022 Q4	$505K	Sell	31,395 -1,465	-4%	-$22.3K	0.2%	113
2022 Q3	$464K	Hold	32,860	–	–	0.21%	98
2022 Q2	$553K	Hold	32,860	–	–	0.23%	98
2022 Q1	$656K	Sell	32,860 -1,040	-3%	-$21.3K	0.23%	96
2021 Q4	$690K	Hold	33,900	–	–	0.23%	95
2021 Q3	$640K	Hold	33,900	–	–	0.23%	98
2021 Q2	$573K	Hold	33,900	–	–	0.26%	95
2021 Q1	$575K	Buy	33,900 +1,040	+3%	+$17.8K	0.23%	101
2020 Q4	$508K	Sell	32,860 -3,710	-10%	-$52.3K	0.23%	93
2020 Q3	$458K	Buy	36,570 +7,475	+26%	+$91.9K	0.23%	97
2020 Q2	$359K	Buy	+29,095	New	+$358K	0.2%	105

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 $5.11B AUM 34.73% 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 $5.72T AUM 30.48% 1-Year Est. Return

SimplyRich's IX Position: Q1 2026 in Review

SimplyRich reduced its ORIX (IX) stake by 0.14% in Q1 2026, selling an estimated $2.76K and leaving 63,234 shares worth $1.9M. The position accounts for 0.49% of the portfolio, ranked #46.

SimplyRich first reported a position in IX in Q2 2020 and has held it in 24 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

SimplyRich held 63,234 shares of ORIX worth $1.9M as of Q1 2026.
SimplyRich sold 87 ORIX shares in Q1 2026, an estimated $2.76K.
ORIX made up 0.49% of SimplyRich's portfolio in Q1 2026, its #46 holding.
SimplyRich first reported a position in ORIX in Q2 2020 and has held it in 24 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.