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Camelot Portfolios’s IDEX IEX Stock Holding History

Camelot Portfolios’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 		$526K Sell
2,318
-11
-0.5% -$2.33K 0.37% 108
2026
Q1 		$442K Sell
2,329
-257
-10% -$50.7K 0.33% 113
2025
Q4 		$460K Sell
2,586
-144
-5% -$24.6K 0.28% 113
2025
Q3 		$444K Sell
2,730
-119
-4% -$20.1K 0.26% 115
2025
Q2 		$500K Buy
2,849
+283
+11% +$50.2K 0.3% 111
2025
Q1 		$464K Buy
2,566
+172
+7% +$34.2K 0.29% 112
2024
Q4 		$501K Buy
+2,394
New +$524K 0.54% 68

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 $3.37T AUM 44.26% 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

Camelot Portfolios's IEX Position: Q2 2026 in Review

Camelot Portfolios reduced its IDEX (IEX) stake by 0.47% in Q2 2026, selling an estimated $2.33K and leaving 2,318 shares worth $526K. The position accounts for 0.37% of the portfolio, ranked #108.

Camelot Portfolios first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Camelot Portfolios held 2,318 shares of IDEX worth $526K as of Q2 2026.
  • Camelot Portfolios sold 11 IDEX shares in Q2 2026, an estimated $2.33K.
  • IDEX made up 0.37% of Camelot Portfolios's portfolio in Q2 2026, its #108 holding.
  • Camelot Portfolios first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.