Capstone Investment Advisors
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Capstone Investment Advisors’s IDEX IEX Stock Holding History

Capstone Investment Advisors’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 		– Sell
-1,478
Closed -$263K – 1709
2025
Q4 		$263K Buy
+1,478
New +$253K ﹤0.01% 1414
2025
Q1 		– Sell
-4,650
Closed -$973K – 1604
2024
Q4 		$973K Buy
4,650
+3,477
+296% +$761K ﹤0.01% 1079
2024
Q3 		$252K Sell
1,173
-2,223
-65% -$448K ﹤0.01% 1484
2024
Q2 		$683K Sell
3,396
-3,628
-52% -$793K ﹤0.01% 1150
2024
Q1 		$1.71M Buy
7,024
+6,386
+1,001% +$1.44M 0.01% 856
2023
Q4 		$139K Sell
638
-81
-11% -$16.3K ﹤0.01% 1885
2023
Q3 		$150K Buy
+719
New +$156K ﹤0.01% 1879
2021
Q4 		– Sell
-2,850
Closed -$647K – 1955
2021
Q3 		$590K Buy
+2,850
New +$633K ﹤0.01% 1528
2017
Q4 		– Sell
-3,396
Closed -$412K – 565
2017
Q3 		$412K Buy
+3,396
New +$397K 0.01% 341
2017
Q1 		– Sell
-11,612
Closed -$1.04M – 991
2016
Q4 		$1.04M Buy
+11,612
New +$1.05M 0.03% 406
2016
Q3 		– Sell
-4,600
Closed -$377K – 821
2016
Q2 		$377K Sell
4,600
-1,500
-25% -$125K 0.01% 526
2016
Q1 		$505K Buy
+6,100
New +$457K 0.02% 421

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capstone Investment Advisors's IEX Position: Q1 2026 in Review

Capstone Investment Advisors sold out of IDEX (IEX) in Q1 2026, closing a stake of 1,478 shares — an estimated $263K sold.

Capstone Investment Advisors first reported a position in IEX in Q1 2016 and held it in 12 quarters. The position peaked at $1.71M in Q1 2024. 674 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Capstone Investment Advisors reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,478 IDEX shares in Q1 2026, an estimated $263K.
  • Capstone Investment Advisors first reported a position in IDEX in Q1 2016 and held it in 12 quarters.
  • Capstone Investment Advisors's IDEX position peaked at $1.71M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.