Wealth Enhancement Advisory Services
IX icon

Wealth Enhancement Advisory Services’s ORIX IX Stock Holding History

Wealth Enhancement Advisory Services’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 		$502K Buy
12,444
+4,512
+57% +$161K ﹤0.01% 2685
2026
Q1 		$238K Buy
+7,932
New +$252K ﹤0.01% 2992

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's IX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ORIX (IX) stake by 57% in Q2 2026, buying an estimated $161K and bringing the position to 12,444 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Wealth Enhancement Advisory Services first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,444 shares of ORIX worth $502K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,512 ORIX shares in Q2 2026, an estimated $161K.
  • ORIX made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2685 holding.
  • Wealth Enhancement Advisory Services first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.