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Clarkston Capital Partners’s IDEX IEX Stock Holding History

Clarkston Capital 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 		– Sell
-36,260
Closed -$6.87M – 98
2026
Q1 		$6.87M Sell
36,260
-63,575
-64% -$12.5M 0.52% 40
2025
Q4 		$17.8M Sell
99,835
-200
-0.2% -$34.2K 0.41% 55
2025
Q3 		$16.3M Hold
100,035
– – 0.35% 54
2025
Q2 		$17.6M Buy
+100,035
New +$17.7M 0.37% 52

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State Street
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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

Clarkston Capital Partners's IEX Position: Q2 2026 in Review

Clarkston Capital Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 36,260 shares — an estimated $6.87M sold.

Clarkston Capital Partners first reported a position in IEX in Q2 2025 and held it in 4 quarters. The position peaked at $17.8M in Q4 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Clarkston Capital Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Clarkston Capital Partners sold 36,260 IDEX shares in Q2 2026, an estimated $6.87M.
  • Clarkston Capital Partners first reported a position in IDEX in Q2 2025 and held it in 4 quarters.
  • Clarkston Capital Partners's IDEX position peaked at $17.8M in Q4 2025.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.