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Aquatic Capital Management’s IDEX IEX Stock Holding History

Aquatic Capital Management’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
2026
Q2 		– Sell
-28,492
Closed -$5.4M – 1478
2026
Q1 		$5.4M Buy
+28,492
New +$5.62M 0.16% 177
2025
Q4 		– Sell
-24,643
Closed -$4.01M – 1563
2025
Q3 		$4.01M Sell
24,643
-3,687
-13% -$623K 0.07% 320
2025
Q2 		$4.97M Buy
28,330
+11,832
+72% +$2.1M 0.1% 244
2025
Q1 		$2.99M Buy
16,498
+9,753
+145% +$1.94M 0.08% 323
2024
Q4 		$1.41M Buy
6,745
+945
+16% +$207K 0.04% 457
2024
Q3 		$1.24M Buy
+5,800
New +$1.17M 0.03% 458
2024
Q1 		– Sell
-10,600
Closed -$2.3M – 1412
2023
Q4 		$2.3M Sell
10,600
-3,900
-27% -$787K 0.06% 300
2023
Q3 		$3.02M Sell
14,500
-11,300
-44% -$2.45M 0.13% 178
2023
Q2 		$5.55M Buy
+25,800
New +$5.42M 0.3% 82
2023
Q1 		– Sell
-1,200
Closed -$274K – 1489
2022
Q4 		$274K Buy
+1,200
New +$268K 0.02% 669

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aquatic Capital Management's IEX Position: Q2 2026 in Review

Aquatic Capital Management sold out of IDEX (IEX) in Q2 2026, closing a stake of 28,492 shares — an estimated $5.4M sold.

Aquatic Capital Management first reported a position in IEX in Q4 2022 and held it in 10 quarters. The position peaked at $5.55M in Q2 2023. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Aquatic Capital Management reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 28,492 IDEX shares in Q2 2026, an estimated $5.4M.
  • Aquatic Capital Management first reported a position in IDEX in Q4 2022 and held it in 10 quarters.
  • Aquatic Capital Management's IDEX position peaked at $5.55M in Q2 2023.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.