Cerity Partners
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Cerity Partners’s IDEX IEX Stock Holding History

Cerity Partners’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 		$4.67M Buy
20,568
+2,193
+12% +$464K 0.01% 1137
2026
Q1 		$3.48M Buy
18,375
+718
+4% +$142K ﹤0.01% 1183
2025
Q4 		$3.14M Buy
17,657
+13,514
+326% +$2.31M ﹤0.01% 1152
2025
Q3 		$675K Sell
4,143
-14,515
-78% -$2.45M ﹤0.01% 1794
2025
Q2 		$3.28M Buy
18,658
+3,604
+24% +$639K 0.01% 1001
2025
Q1 		$2.72M Sell
15,054
-3,684
-20% -$733K 0.01% 980
2024
Q4 		$4.01M Sell
18,738
-1,894
-9% -$414K 0.01% 806
2024
Q3 		$4.43M Buy
20,632
+6,720
+48% +$1.35M 0.01% 743
2024
Q2 		$2.8M Sell
13,912
-3,830
-22% -$837K 0.01% 786
2024
Q1 		$4.33M Buy
17,742
+16,032
+938% +$3.62M 0.01% 684
2023
Q4 		$372K Buy
+1,710
New +$345K ﹤0.01% 1415
2023
Q2 		– Sell
-813
Closed -$1.1M – 1797
2023
Q1 		$1.1M Buy
+813
New +$185K ﹤0.01% 937
2021
Q1 		– Sell
-1,084
Closed -$216K – 720
2020
Q4 		$216K Buy
+1,084
New +$206K 0.01% 580

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 $3.38T AUM 44.17% 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

Cerity Partners's IEX Position: Q2 2026 in Review

Cerity Partners increased its IDEX (IEX) stake by 12% in Q2 2026, buying an estimated $464K and bringing the position to 20,568 shares worth $4.67M. The position accounts for 0.01% of the portfolio, ranked #1137.

Cerity Partners first reported a position in IEX in Q4 2020 and has held it in 13 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Cerity Partners held 20,568 shares of IDEX worth $4.67M as of Q2 2026.
  • Cerity Partners bought 2,193 IDEX shares in Q2 2026, an estimated $464K.
  • IDEX made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1137 holding.
  • Cerity Partners first reported a position in IDEX in Q4 2020 and has held it in 13 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.