Banque de Luxembourg Investments (BLI)’s IDEX IEX Stock Holding History

Banque de Luxembourg Investments (BLI)’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	$10.8M	Sell	47,580 -141,320	-75%	-$29.9M	0.38%	69
2026 Q1	$33.3M	Hold	188,900	–	–	1%	28
2025 Q4	$33.9M	Buy	188,900 +34,100	+22%	+$5.83M	0.99%	28
2025 Q3	$25.1M	Buy	154,800 +61,800	+66%	+$10.4M	0.73%	37
2025 Q2	$16.4M	Sell	93,000 -2,400	-3%	-$425K	0.47%	58
2025 Q1	$17.2M	Buy	95,400 +1,000	+1%	+$199K	0.52%	52
2024 Q4	$19.7M	Buy	+94,400	New	+$20.7M	0.54%	48

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

Banque de Luxembourg Investments (BLI)'s IEX Position: Q2 2026 in Review

Banque de Luxembourg Investments (BLI) reduced its IDEX (IEX) stake by 75% in Q2 2026, selling an estimated $29.9M and leaving 47,580 shares worth $10.8M. The position accounts for 0.38% of the portfolio, ranked #69.

Banque de Luxembourg Investments (BLI) first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.9M in Q4 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Banque de Luxembourg Investments (BLI) held 47,580 shares of IDEX worth $10.8M as of Q2 2026.
Banque de Luxembourg Investments (BLI) sold 141,320 IDEX shares in Q2 2026, an estimated $29.9M.
IDEX made up 0.38% of Banque de Luxembourg Investments (BLI)'s portfolio in Q2 2026, its #69 holding.
Banque de Luxembourg Investments (BLI) first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
Banque de Luxembourg Investments (BLI)'s IDEX position peaked at $33.9M in Q4 2025.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Banque de Luxembourg Investments (BLI)'s 13F filing for Q2 2026, filed 10 Aug 2026.