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Bahl & Gaynor’s IDEX IEX Stock Holding History

Bahl & Gaynor’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 		$286K Hold
1,509
– – ﹤0.01% 307
2025
Q4 		$269K Hold
1,509
– – ﹤0.01% 309
2025
Q3 		$246K Hold
1,509
– – ﹤0.01% 312
2025
Q2 		$265K Sell
1,509
-1,204
-44% -$213K ﹤0.01% 314
2025
Q1 		$491K Hold
2,713
– – ﹤0.01% 286
2024
Q4 		$568K Hold
2,713
– – ﹤0.01% 277
2024
Q3 		$582K Sell
2,713
-26
-0.9% -$5.24K ﹤0.01% 272
2024
Q2 		$551K Hold
2,739
– – ﹤0.01% 273
2024
Q1 		$668K Sell
2,739
-111
-4% -$25.1K ﹤0.01% 268
2023
Q4 		$619K Sell
2,850
-219
-7% -$44.2K ﹤0.01% 269
2023
Q3 		$638K Sell
3,069
-131
-4% -$28.4K ﹤0.01% 257
2023
Q2 		$689K Sell
3,200
-83
-3% -$17.4K ﹤0.01% 263
2023
Q1 		$758K Sell
3,283
-659
-17% -$150K ﹤0.01% 255
2022
Q4 		$900K Sell
3,942
-1,150
-23% -$257K 0.01% 245
2022
Q3 		$1.02M Sell
5,092
-655
-11% -$132K 0.01% 233
2022
Q2 		$1.04M Sell
5,747
-76
-1% -$14.3K 0.01% 244
2022
Q1 		$1.12M Sell
5,823
-1,803
-24% -$366K 0.01% 246
2021
Q4 		$1.8M Buy
7,626
+84
+1% +$19.1K 0.01% 233
2021
Q3 		$1.56M Buy
7,542
+180
+2% +$40K 0.01% 238
2021
Q2 		$1.62M Sell
7,362
-35
-0.5% -$7.74K 0.01% 242
2021
Q1 		$1.55M Sell
7,397
-227
-3% -$45K 0.01% 248
2020
Q4 		$1.52M Buy
7,624
+79
+1% +$15K 0.01% 244
2020
Q3 		$1.38M Sell
7,545
-26
-0.3% -$4.5K 0.01% 248
2020
Q2 		$1.2M Buy
7,571
+4,089
+117% +$625K 0.01% 251
2020
Q1 		$481K Buy
+3,482
New +$546K ﹤0.01% 282

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

Bahl & Gaynor's IEX Position: Q1 2026 in Review

Bahl & Gaynor held its IDEX (IEX) position steady in Q1 2026 at 1,509 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Bahl & Gaynor first reported a position in IEX in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.8M in Q4 2021. 674 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Bahl & Gaynor held 1,509 shares of IDEX worth $286K as of Q1 2026.
  • Bahl & Gaynor left its IDEX share count unchanged in Q1 2026.
  • IDEX made up ﹤0.01% of Bahl & Gaynor's portfolio in Q1 2026, its #307 holding.
  • Bahl & Gaynor first reported a position in IDEX in Q1 2020 and has held it in 25 quarters since.
  • Bahl & Gaynor's IDEX position peaked at $1.8M in Q4 2021.
  • 674 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Bahl & Gaynor's 13F filing for Q1 2026, filed 7 May 2026.