Whipplewood Advisors’s ORIX IX Stock Holding History

Whipplewood Advisors’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	–	Sell	-320	Closed	-$9.6K	–	860
2026 Q1	$9.6K	Buy	+320	New	+$10.2K	0.01%	496
2025 Q3	–	Sell	-361	Closed	-$8.13K	–	744
2025 Q2	$8.13K	Buy	361 +336	+1,344%	+$6.9K	﹤0.01%	601
2025 Q1	$7.31K	Sell	25 -600	-96%	-$12.6K	﹤0.01%	621
2024 Q4	$13.3K	Buy	+625	New	+$13.7K	0.01%	511

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Whipplewood Advisors's IX Position: Q2 2026 in Review

Whipplewood Advisors sold out of ORIX (IX) in Q2 2026, closing a stake of 320 shares — an estimated $9.6K sold.

Whipplewood Advisors first reported a position in IX in Q4 2024 and held it in 4 quarters. The position peaked at $13.3K in Q4 2024. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Whipplewood Advisors reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 320 ORIX shares in Q2 2026, an estimated $9.6K.
Whipplewood Advisors first reported a position in ORIX in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's ORIX position peaked at $13.3K in Q4 2024.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.