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Wealthspire Advisors (New York)’s ORIX IX Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-215
Closed -$5.62K – 1967
2025
Q3 		$5.62K Buy
+215
New +$5.33K ﹤0.01% 2281
2019
Q1 		– Sell
-270
Closed -$4K – 425
2018
Q4 		$4K Buy
+270
New +$4.23K ﹤0.01% 684

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 $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s IX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ORIX (IX) in Q4 2025, closing a stake of 215 shares — an estimated $5.62K sold.

Wealthspire Advisors (New York) first reported a position in IX in Q4 2018 and held it in 2 quarters. The position peaked at $5.62K in Q3 2025. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 215 ORIX shares in Q4 2025, an estimated $5.62K.
  • Wealthspire Advisors (New York) first reported a position in ORIX in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s ORIX position peaked at $5.62K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.