Bull Harbor Capital’s IDEX IEX Stock Holding History

Bull Harbor Capital’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	$357K	Buy	1,571 +74	+5%	+$15.7K	0.07%	379
2026 Q1	$284K	Buy	+1,497	New	+$296K	0.08%	355

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

Bull Harbor Capital's IEX Position: Q2 2026 in Review

Bull Harbor Capital increased its IDEX (IEX) stake by 4.9% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,571 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #379.

Bull Harbor Capital first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Bull Harbor Capital held 1,571 shares of IDEX worth $357K as of Q2 2026.
Bull Harbor Capital bought 74 IDEX shares in Q2 2026, an estimated $15.7K.
IDEX made up 0.07% of Bull Harbor Capital's portfolio in Q2 2026, its #379 holding.
Bull Harbor Capital first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.