Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.91M | Buy |
97,086
+81,689
| +531% | +$2.59M | ﹤0.01% | 1848 |
|
|
2025
Q4 | $450K | Buy |
+15,397
| New | +$408K | ﹤0.01% | 2343 |
|
|
2020
Q4 | – | Sell |
-1,648,805
| Closed | -$20.6M | – | 2567 |
|
|
2020
Q3 | $20.6M | Buy |
+1,648,805
| New | +$20.3M | 0.01% | 751 |
|
|
2019
Q4 | – | Sell |
-450,760
| Closed | -$6.77M | – | 2698 |
|
|
2019
Q3 | $6.77M | Buy |
450,760
+142,820
| +46% | +$2.14M | ﹤0.01% | 1091 |
|
|
2019
Q2 | $4.61M | Buy |
307,940
+271,900
| +754% | +$3.89M | ﹤0.01% | 1231 |
|
|
2019
Q1 | $518K | Sell |
36,040
-965
| -3% | -$14.2K | ﹤0.01% | 2095 |
|
|
2018
Q4 | $530K | Sell |
37,005
-145
| -0.4% | -$2.27K | ﹤0.01% | 1969 |
|
|
2018
Q3 | $602K | Sell |
37,150
-345
| -0.9% | -$5.56K | ﹤0.01% | 2007 |
|
|
2018
Q2 | $592K | Buy |
37,495
+690
| +2% | +$11.9K | ﹤0.01% | 2025 |
|
|
2018
Q1 | $661K | Sell |
36,805
-85
| -0.2% | -$1.54K | ﹤0.01% | 1921 |
|
|
2017
Q4 | $626K | Sell |
36,890
-1,825
| -5% | -$30.9K | ﹤0.01% | 1900 |
|
|
2017
Q3 | $627K | Sell |
38,715
-8,190
| -17% | -$132K | ﹤0.01% | 1870 |
|
|
2017
Q2 | $731K | Sell |
46,905
-110
| -0.2% | -$1.72K | ﹤0.01% | 1776 |
|
|
2017
Q1 | $699K | Sell |
47,015
-4,445
| -9% | -$68.9K | ﹤0.01% | 1762 |
|
|
2016
Q4 | $801K | Sell |
51,460
-3,315
| -6% | -$50.9K | ﹤0.01% | 1641 |
|
|
2016
Q3 | $812K | Sell |
54,775
-4,685
| -8% | -$66.1K | ﹤0.01% | 1767 |
|
|
2016
Q2 | $760K | Sell |
59,460
-2,245
| -4% | -$31.3K | ﹤0.01% | 1765 |
|
|
2016
Q1 | $881K | Sell |
61,705
-503,605
| -89% | -$6.86M | ﹤0.01% | 1686 |
|
|
2015
Q4 | $7.94M | Buy |
565,310
+10,695
| +2% | +$156K | 0.01% | 920 |
|
|
2015
Q3 | $7.2M | Buy |
554,615
+7,395
| +1% | +$103K | 0.01% | 954 |
|
|
2015
Q2 | $8.16M | Buy |
547,220
+14,690
| +3% | +$227K | 0.01% | 944 |
|
|
2015
Q1 | $7.49M | Buy |
532,530
+6,745
| +1% | +$88.2K | 0.01% | 952 |
|
|
2014
Q4 | $6.58M | Sell |
525,785
-42,405
| -7% | -$555K | 0.01% | 979 |
|
|
2014
Q3 | $7.84M | Buy |
568,190
+11,480
| +2% | +$176K | 0.01% | 921 |
|
|
2014
Q2 | $9.25M | Buy |
556,710
+79,700
| +17% | +$1.21M | 0.01% | 873 |
|
|
2014
Q1 | $6.72M | Sell |
477,010
-45,520
| -9% | -$696K | 0.01% | 962 |
|
|
2013
Q4 | $9.31M | Sell |
522,530
-10,610
| -2% | -$182K | 0.01% | 839 |
|
|
2013
Q3 | $8.72M | Buy |
533,140
+1,345
| +0.3% | +$20K | 0.01% | 841 |
|
|
2013
Q2 | $7.27M | Buy |
+531,795
| New | +$7.51M | 0.01% | 861 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
UBS AM's IX Position: Q1 2026 in Review
UBS AM increased its ORIX (IX) stake by 531% in Q1 2026, buying an estimated $2.59M and bringing the position to 97,086 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1848.
UBS AM first reported a position in IX in Q2 2013 and has held it in 29 quarters since. The position peaked at $20.6M in Q3 2020. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- UBS AM held 97,086 shares of ORIX worth $2.91M as of Q1 2026.
- UBS AM bought 81,689 ORIX shares in Q1 2026, an estimated $2.59M.
- ORIX made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1848 holding.
- UBS AM first reported a position in ORIX in Q2 2013 and has held it in 29 quarters since.
- UBS AM's ORIX position peaked at $20.6M in Q3 2020.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.