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
2025
Q1 		– Sell
-900
Closed -$188K – 1603
2024
Q4 		$188K Buy
900
+300
+50% +$65.7K ﹤0.01% 1608
2024
Q3 		$129K Buy
600
+300
+100% +$60.5K ﹤0.01% 1676
2024
Q2 		$60.4K Buy
+300
New +$65.5K ﹤0.01% 1934
2023
Q4 		– Sell
-100
Closed -$20.8K – 2240
2023
Q3 		$20.8K Buy
+100
New +$21.7K ﹤0.01% 2058
2022
Q2 		– Sell
-400
Closed -$77K – 1968
2022
Q1 		$77K Sell
400
-4,300
-91% -$872K ﹤0.01% 1869
2021
Q4 		$1.11M Sell
4,700
-2,200
-32% -$500K ﹤0.01% 1271
2021
Q3 		$1.43M Buy
6,900
+5,800
+527% +$1.29M ﹤0.01% 1308
2021
Q2 		$242K Hold
1,100
– – ﹤0.01% 1483
2021
Q1 		$230K Sell
1,100
-2,400
-69% -$476K ﹤0.01% 1413
2020
Q4 		$697K Buy
3,500
+1,300
+59% +$247K ﹤0.01% 1176
2020
Q3 		$401K Buy
2,200
+200
+10% +$34.6K ﹤0.01% 1201
2020
Q2 		$316K Buy
+2,000
New +$306K ﹤0.01% 1164

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.