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Vise Technologies’s ORIX IX Stock Holding History

Vise Technologies’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 		$3.44M Buy
90,551
+23,562
+35% +$838K 0.04% 378
2026
Q1 		$1.96M Hold
66,989
– – 0.04% 372
2025
Q4 		$1.96M Buy
66,989
+26,815
+67% +$710K 0.04% 373
2025
Q3 		$1.05M Buy
40,174
+577
+1% +$14.3K 0.04% 416
2025
Q2 		$892K Buy
+39,597
New +$813K 0.04% 468
2024
Q4 		$602K Buy
+28,340
New +$621K 0.05% 373

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

Vise Technologies's IX Position: Q2 2026 in Review

Vise Technologies increased its ORIX (IX) stake by 35% in Q2 2026, buying an estimated $838K and bringing the position to 90,551 shares worth $3.44M. The position accounts for 0.04% of the portfolio, ranked #378.

Vise Technologies first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Vise Technologies held 90,551 shares of ORIX worth $3.44M as of Q2 2026.
  • Vise Technologies bought 23,562 ORIX shares in Q2 2026, an estimated $838K.
  • ORIX made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #378 holding.
  • Vise Technologies first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.