Ballentine Partners’s IDEX IEX Stock Holding History

Ballentine Partners’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	-1,737	Closed	-$329K	–	1106
2026 Q1	$329K	Buy	+1,737	New	+$343K	﹤0.01%	693
2024 Q2	–	Sell	-824	Closed	-$201K	–	779
2024 Q1	$201K	Buy	+824	New	+$186K	﹤0.01%	677

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ballentine Partners's IEX Position: Q2 2026 in Review

Ballentine Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 1,737 shares — an estimated $329K sold.

Ballentine Partners first reported a position in IEX in Q1 2024 and held it in 2 quarters. The position peaked at $329K in Q1 2026. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Ballentine Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Ballentine Partners sold 1,737 IDEX shares in Q2 2026, an estimated $329K.
Ballentine Partners first reported a position in IDEX in Q1 2024 and held it in 2 quarters.
Ballentine Partners's IDEX position peaked at $329K in Q1 2026.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.