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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
Q3 		$34.8K Buy
924
+216
+31% +$8.55K 0.01% 639
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

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

True Wealth Design's IX Position: Q3 2026 in Review

True Wealth Design increased its ORIX (IX) stake by 31% in Q3 2026, buying an estimated $8.55K and bringing the position to 924 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #639.

True Wealth Design first reported a position in IX in Q3 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • True Wealth Design held 924 shares of ORIX worth $34.8K as of Q3 2026.
  • True Wealth Design bought 216 ORIX shares in Q3 2026, an estimated $8.55K.
  • ORIX made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #639 holding.
  • True Wealth Design first reported a position in ORIX in Q3 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.