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
-1,300
Closed -$272K – 1605
2024
Q4 		$272K Buy
1,300
+500
+63% +$109K ﹤0.01% 1509
2024
Q3 		$172K Buy
800
+600
+300% +$121K ﹤0.01% 1620
2024
Q2 		$40.2K Sell
200
-100
-33% -$21.8K ﹤0.01% 1972
2024
Q1 		$73.2K Sell
300
-500
-63% -$113K ﹤0.01% 2178
2023
Q4 		$174K Sell
800
-100
-11% -$20.2K ﹤0.01% 1819
2023
Q3 		$187K Buy
+900
New +$195K ﹤0.01% 1833
2022
Q2 		– Sell
-2,900
Closed -$556K – 1969
2022
Q1 		$556K Sell
2,900
-12,600
-81% -$2.56M ﹤0.01% 1463
2021
Q4 		$3.66M Sell
15,500
-7,500
-33% -$1.7M 0.01% 919
2021
Q3 		$4.76M Buy
23,000
+20,300
+752% +$4.51M 0.01% 872
2021
Q2 		$594K Sell
2,700
-4,900
-64% -$1.08M ﹤0.01% 1353
2021
Q1 		$1.59M Sell
7,600
-5,000
-40% -$991K ﹤0.01% 997
2020
Q4 		$2.51M Buy
12,600
+2,900
+30% +$551K 0.01% 808
2020
Q3 		$1.77M Buy
9,700
+2,900
+43% +$502K 0.01% 854
2020
Q2 		$1.07M Buy
+6,800
New +$1.04M 0.01% 899

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.