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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Callan Family Office's IEX Position: Q1 2026 in Review

Callan Family Office increased its IDEX (IEX) stake by 3.2% in Q1 2026, buying an estimated $64K and bringing the position to 10,592 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #353.

Callan Family Office first reported a position in IEX in Q4 2024 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Callan Family Office held 10,592 shares of IDEX worth $2.01M as of Q1 2026.
  • Callan Family Office bought 324 IDEX shares in Q1 2026, an estimated $64K.
  • IDEX made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #353 holding.
  • Callan Family Office first reported a position in IDEX in Q4 2024 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.