VHAM
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Van Hulzen Asset Management’s ORIX IX Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-170
Closed -$3.61K – 704
2024
Q4 		$3.61K Buy
+170
New +$3.73K ﹤0.01% 864

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Van Hulzen Asset Management's IX Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of ORIX (IX) in Q1 2025, closing a stake of 170 shares — an estimated $3.61K sold.

Van Hulzen Asset Management first reported a position in IX in Q4 2024 and held it in 1 quarter. The position peaked at $3.61K in Q4 2024. 190 funds tracked by Wall St. Rank hold IX as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining ORIX position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 170 ORIX shares in Q1 2025, an estimated $3.61K.
  • Van Hulzen Asset Management first reported a position in ORIX in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's ORIX position peaked at $3.61K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.