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
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 $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

Cerity Partners's IEX Position: Q1 2026 in Review

Cerity Partners increased its IDEX (IEX) stake by 4.1% in Q1 2026, buying an estimated $142K and bringing the position to 18,375 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Cerity Partners first reported a position in IEX in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.43M in Q3 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Cerity Partners held 18,375 shares of IDEX worth $3.48M as of Q1 2026.
  • Cerity Partners bought 718 IDEX shares in Q1 2026, an estimated $142K.
  • IDEX made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1183 holding.
  • Cerity Partners first reported a position in IDEX in Q4 2020 and has held it in 12 quarters since.
  • Cerity Partners's IDEX position peaked at $4.43M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.