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IX icon

True Wealth Design’s ORIX IX Stock Holding History

True Wealth Design’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 		$26.9K Buy
708
+97
+16% +$3.45K 0.01% 710
2026
Q1 		$18.3K Buy
611
+95
+18% +$3.02K 0.01% 752
2025
Q4 		$15.1K Buy
516
+161
+45% +$4.26K ﹤0.01% 707
2025
Q3 		$9.27K Buy
+355
New +$8.8K ﹤0.01% 861

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
TAM
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
CCM
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
TRSOTSOK
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

True Wealth Design's IX Position: Q2 2026 in Review

True Wealth Design increased its ORIX (IX) stake by 16% in Q2 2026, buying an estimated $3.45K and bringing the position to 708 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #710.

True Wealth Design first reported a position in IX in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • True Wealth Design held 708 shares of ORIX worth $26.9K as of Q2 2026.
  • True Wealth Design bought 97 ORIX shares in Q2 2026, an estimated $3.45K.
  • ORIX made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #710 holding.
  • True Wealth Design first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.