Bridgewater Associates’s IDEX IEX Stock Holding History

Bridgewater Associates’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
2025 Q4	–	Sell	-9,459	Closed	-$1.54M	–	1118
2025 Q3	$1.54M	Buy	+9,459	New	+$1.6M	0.01%	784
2024 Q3	–	Sell	-1,481	Closed	-$298K	–	845
2024 Q2	$298K	Buy	+1,481	New	+$324K	﹤0.01%	821
2022 Q3	–	Sell	-5,491	Closed	-$997K	–	933
2022 Q2	$997K	Sell	5,491 -18,937	-78%	-$3.57M	﹤0.01%	790
2022 Q1	$4.68M	Buy	+24,428	New	+$4.96M	0.02%	489
2021 Q3	–	Sell	-20,688	Closed	-$4.55M	–	737
2021 Q2	$4.55M	Buy	+20,688	New	+$4.57M	0.03%	349
2021 Q1	–	Sell	-7,652	Closed	-$1.52M	–	526
2020 Q4	$1.52M	Buy	7,652 +2,107	+38%	+$401K	0.01%	338
2020 Q3	$1.01M	Buy	+5,545	New	+$960K	0.01%	340
2020 Q1	–	Sell	-3,159	Closed	-$543K	–	498
2019 Q4	$543K	Buy	+3,159	New	+$511K	0.01%	406
2019 Q1	–	Sell	-6,843	Closed	-$864K	–	404
2018 Q4	$864K	Buy	+6,843	New	+$916K	0.01%	350
2018 Q3	–	Sell	-10,518	Closed	-$1.44M	–	416
2018 Q2	$1.44M	Buy	10,518 +4,637	+79%	+$648K	0.01%	222
2018 Q1	$838K	Buy	+5,881	New	+$821K	0.01%	299
2017 Q3	–	Sell	-2,090	Closed	-$236K	–	334
2017 Q2	$236K	Buy	+2,090	New	+$220K	﹤0.01%	324
2015 Q4	–	Sell	-3,063	Closed	-$218K	–	343
2015 Q3	$218K	Buy	+3,063	New	+$226K	﹤0.01%	418

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bridgewater Associates's IEX Position: Q4 2025 in Review

Bridgewater Associates sold out of IDEX (IEX) in Q4 2025, closing a stake of 9,459 shares — an estimated $1.54M sold.

Bridgewater Associates first reported a position in IEX in Q3 2015 and held it in 13 quarters. The position peaked at $4.68M in Q1 2022. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Bridgewater Associates reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Bridgewater Associates sold 9,459 IDEX shares in Q4 2025, an estimated $1.54M.
Bridgewater Associates first reported a position in IDEX in Q3 2015 and held it in 13 quarters.
Bridgewater Associates's IDEX position peaked at $4.68M in Q1 2022.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.