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Campbell & Co Investment Adviser’s IDEX IEX Stock Holding History

Campbell & Co Investment Adviser’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 		$5.64M Buy
+29,757
New +$5.87M 0.32% 53
2025
Q2 		– Sell
-14,432
Closed -$2.61M – 1278
2025
Q1 		$2.61M Buy
14,432
+12,011
+496% +$2.39M 0.2% 130
2024
Q4 		$507K Buy
+2,421
New +$530K 0.04% 651
2024
Q3 		– Sell
-19,681
Closed -$3.96M – 1208
2024
Q2 		$3.96M Buy
+19,681
New +$4.3M 0.34% 47
2024
Q1 		– Sell
-5,206
Closed -$1.13M – 1238
2023
Q4 		$1.13M Buy
+5,206
New +$1.05M 0.1% 339
2023
Q3 		– Sell
-6,368
Closed -$1.37M – 1064
2023
Q2 		$1.37M Buy
6,368
+5,065
+389% +$1.06M 0.24% 76
2023
Q1 		$301K Buy
+1,303
New +$296K 0.06% 602
2021
Q2 		– Sell
-2,535
Closed -$531K – 606
2021
Q1 		$531K Sell
2,535
-3,800
-60% -$753K 0.33% 91
2020
Q4 		$1.26M Buy
+6,335
New +$1.2M 0.77% 9
2018
Q1 		– Sell
-1,927
Closed -$254K – 433
2017
Q4 		$254K Buy
+1,927
New +$248K 0.19% 244
2017
Q2 		– Sell
-5,305
Closed -$496K – 344
2017
Q1 		$496K Sell
5,305
-574
-10% -$52.7K 1.28% 8
2016
Q4 		$529K Buy
+5,879
New +$532K 1.63% 1
2015
Q2 		– Sell
-34,297
Closed -$2.6M – 192
2015
Q1 		$2.6M Buy
+34,297
New +$2.58M 1.64% 2
2014
Q4 		– Sell
-25,529
Closed -$1.85M – 238
2014
Q3 		$1.85M Buy
+25,529
New +$1.97M 0.95% 34
2014
Q2 		– Sell
-55,014
Closed -$4.01M – 194
2014
Q1 		$4.01M Buy
55,014
+30,570
+125% +$2.23M 1.61% 3
2013
Q4 		$1.8M Buy
+24,444
New +$1.7M 0.41% 91

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

Campbell & Co Investment Adviser's IEX Position: Q1 2026 in Review

Campbell & Co Investment Adviser opened a new position in IDEX (IEX) in Q1 2026: 29,757 shares worth $5.64M. The stake represents 0.32% of the portfolio and ranks #53 among its holdings. This is a return to the name: Campbell & Co Investment Adviser previously reported a position in IEX as recently as Q1 2025.

Campbell & Co Investment Adviser first reported a position in IEX in Q4 2013 and has held it in 16 quarters since. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Campbell & Co Investment Adviser held 29,757 shares of IDEX worth $5.64M as of Q1 2026.
  • IDEX was a new Campbell & Co Investment Adviser position in Q1 2026.
  • IDEX made up 0.32% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #53 holding.
  • Campbell & Co Investment Adviser first reported a position in IDEX in Q4 2013 and has held it in 16 quarters since.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.