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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vise Technologies's IX Position: Q1 2026 in Review

Vise Technologies held its ORIX (IX) position steady in Q1 2026 at 66,989 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #372.

Vise Technologies first reported a position in IX in Q4 2024 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Vise Technologies held 66,989 shares of ORIX worth $1.96M as of Q1 2026.
  • Vise Technologies left its ORIX share count unchanged in Q1 2026.
  • ORIX made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #372 holding.
  • Vise Technologies first reported a position in ORIX in Q4 2024 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.