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Tortoise Investment Management’s ORIX IX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-101
Closed -$2.65K – 835
2025
Q3 		$2.65K Hold
101
– – ﹤0.01% 817
2025
Q2 		$2.29K Buy
101
+1
+1% +$21 ﹤0.01% 771
2025
Q1 		$2.09K Buy
+100
New +$2.1K ﹤0.01% 708

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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Tortoise Investment Management's IX Position: Q4 2025 in Review

Tortoise Investment Management sold out of ORIX (IX) in Q4 2025, closing a stake of 101 shares — an estimated $2.65K sold.

Tortoise Investment Management first reported a position in IX in Q1 2025 and held it in 3 quarters. The position peaked at $2.65K in Q3 2025. 240 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • Tortoise Investment Management reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 101 ORIX shares in Q4 2025, an estimated $2.65K.
  • Tortoise Investment Management first reported a position in ORIX in Q1 2025 and held it in 3 quarters.
  • Tortoise Investment Management's ORIX position peaked at $2.65K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.