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 Q2	$2.53M	Buy	66,449 +3,215	+5%	+$114K	0.59%	32
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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

SimplyRich's IX Position: Q2 2026 in Review

SimplyRich increased its ORIX (IX) stake by 5.1% in Q2 2026, buying an estimated $114K and bringing the position to 66,449 shares worth $2.53M. The position accounts for 0.59% of the portfolio, ranked #32.

SimplyRich first reported a position in IX in Q2 2020 and has held it in 25 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

SimplyRich held 66,449 shares of ORIX worth $2.53M as of Q2 2026.
SimplyRich bought 3,215 ORIX shares in Q2 2026, an estimated $114K.
ORIX made up 0.59% of SimplyRich's portfolio in Q2 2026, its #32 holding.
SimplyRich first reported a position in ORIX in Q2 2020 and has held it in 25 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.