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B. Metzler seel. Sohn & Co’s IDEX IEX Stock Holding History

B. Metzler seel. Sohn & Co’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
Q1 		$4.62M Sell
24,387
-4,576
-16% -$903K 0.04% 232
2025
Q4 		$5.15M Sell
28,963
-419
-1% -$71.6K 0.05% 214
2025
Q3 		$4.78M Buy
29,382
+7,305
+33% +$1.23M 0.04% 213
2025
Q2 		$3.88M Buy
22,077
+15,849
+254% +$2.81M 0.04% 237
2025
Q1 		$1.13M Buy
6,228
+2,548
+69% +$507K 0.01% 494
2024
Q4 		$770K Sell
3,680
-2,220
-38% -$486K 0.01% 583
2024
Q3 		$1.27M Sell
5,900
-1,110
-16% -$224K 0.01% 502
2024
Q2 		$1.41M Buy
7,010
+3,219
+85% +$703K 0.01% 449
2024
Q1 		$925K Hold
3,791
– – 0.01% 533
2023
Q4 		$823K Sell
3,791
-4,485
-54% -$905K 0.01% 534
2023
Q3 		$1.72M Buy
8,276
+3,288
+66% +$713K 0.03% 347
2023
Q2 		$1.07M Sell
4,988
-193
-4% -$40.6K 0.01% 479
2023
Q1 		$1.2M Buy
5,181
+1,263
+32% +$287K 0.02% 411
2022
Q4 		$895K Buy
3,918
+624
+19% +$139K 0.02% 450
2022
Q3 		$658K Buy
3,294
+1,090
+49% +$220K 0.01% 497
2022
Q2 		$400K Sell
2,204
-1,090
-33% -$205K 0.01% 590
2022
Q1 		$632K Hold
3,294
– – 0.01% 558
2021
Q4 		$776K Buy
3,294
+967
+42% +$220K 0.01% 483
2021
Q3 		$482K Hold
2,327
– – 0.01% 566
2021
Q2 		$512K Buy
2,327
+243
+12% +$53.7K 0.01% 549
2021
Q1 		$436K Hold
2,084
– – 0.01% 571
2020
Q4 		$410K Buy
+2,084
New +$396K 0.01% 557

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

B. Metzler seel. Sohn & Co's IEX Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its IDEX (IEX) stake by 16% in Q1 2026, selling an estimated $903K and leaving 24,387 shares worth $4.62M. The position accounts for 0.04% of the portfolio, ranked #232.

B. Metzler seel. Sohn & Co first reported a position in IEX in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.15M in Q4 2025. 674 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 24,387 shares of IDEX worth $4.62M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 4,576 IDEX shares in Q1 2026, an estimated $903K.
  • IDEX made up 0.04% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #232 holding.
  • B. Metzler seel. Sohn & Co first reported a position in IDEX in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's IDEX position peaked at $5.15M in Q4 2025.
  • 674 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.