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Callan Family Office’s IDEX IEX Stock Holding History

Callan Family Office’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 		$2.73M Buy
12,020
+1,428
+13% +$302K 0.05% 310
2026
Q1 		$2.01M Buy
10,592
+324
+3% +$64K 0.05% 353
2025
Q4 		$1.83M Buy
10,268
+2,519
+33% +$430K 0.04% 374
2025
Q3 		$1.26M Sell
7,749
-161
-2% -$27.2K 0.04% 339
2025
Q2 		$1.39M Buy
7,910
+5,265
+199% +$933K 0.04% 337
2025
Q1 		$479K Sell
2,645
-3,999
-60% -$796K 0.04% 335
2024
Q4 		$1.39M Buy
+6,644
New +$1.45M 0.09% 192

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Callan Family Office's IEX Position: Q2 2026 in Review

Callan Family Office increased its IDEX (IEX) stake by 13% in Q2 2026, buying an estimated $302K and bringing the position to 12,020 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #310.

Callan Family Office first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Callan Family Office held 12,020 shares of IDEX worth $2.73M as of Q2 2026.
  • Callan Family Office bought 1,428 IDEX shares in Q2 2026, an estimated $302K.
  • IDEX made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #310 holding.
  • Callan Family Office first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.