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Albert D. Mason Inc’s IDEX IEX Stock Holding History

Albert D. Mason Inc’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,566
Closed -$743K – 143
2025
Q3 		$743K Buy
4,566
+228
+5% +$38.5K 0.48% 76
2025
Q2 		$762K Sell
4,338
-289
-6% -$51.2K 0.55% 69
2025
Q1 		$837K Buy
4,627
+95
+2% +$18.9K 0.57% 72
2024
Q4 		$948K Buy
4,532
+56
+1% +$12.3K 0.63% 66
2024
Q3 		$960K Sell
4,476
-40
-0.9% -$8.06K 0.61% 69
2024
Q2 		$909K Buy
4,516
+7
+0.2% +$1.53K 0.61% 70
2024
Q1 		$1.1M Buy
4,509
+45
+1% +$10.2K 0.68% 68
2023
Q4 		$969K Sell
4,464
-7
-0.2% -$1.41K 0.64% 66
2023
Q3 		$930K Sell
4,471
-45
-1% -$9.76K 0.67% 66
2023
Q2 		$972K Hold
4,516
– – 0.67% 64
2023
Q1 		$1.04M Sell
4,516
-19
-0.4% -$4.31K 0.72% 56
2022
Q4 		$1.03M Buy
4,535
+9
+0.2% +$2.01K 0.74% 57
2022
Q3 		$905K Hold
4,526
– – 0.73% 62
2022
Q2 		$822K Buy
+4,526
New +$853K 0.61% 79

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Albert D. Mason Inc's IEX Position: Q4 2025 in Review

Albert D. Mason Inc sold out of IDEX (IEX) in Q4 2025, closing a stake of 4,566 shares — an estimated $743K sold.

Albert D. Mason Inc first reported a position in IEX in Q2 2022 and held it in 14 quarters. The position peaked at $1.1M in Q1 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Albert D. Mason Inc reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Albert D. Mason Inc sold 4,566 IDEX shares in Q4 2025, an estimated $743K.
  • Albert D. Mason Inc first reported a position in IDEX in Q2 2022 and held it in 14 quarters.
  • Albert D. Mason Inc's IDEX position peaked at $1.1M in Q1 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Albert D. Mason Inc's 13F filing for Q4 2025, filed 13 Jan 2026.