ClearBridge Investments’s IDEX IEX Stock Holding History

ClearBridge Investments’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 Q3	–	Sell	-328,353	Closed	-$57.6M	–	730
2025 Q2	$57.6M	Sell	328,353 -6,815	-2%	-$1.21M	0.05%	294
2025 Q1	$60.7M	Buy	335,168 +20	+0%	+$3.98K	0.05%	281
2024 Q4	$70.1M	Buy	335,148 +18	+0%	+$3.94K	0.06%	272
2024 Q3	$71.9M	Sell	335,130 -631	-0.2%	-$127K	0.06%	280
2024 Q2	$67.6M	Buy	335,761 +89	+0%	+$19.4K	0.05%	277
2024 Q1	$81.9M	Buy	335,672 +84	+0%	+$19K	0.06%	273
2023 Q4	$72.9M	Buy	335,588 +699	+0.2%	+$141K	0.06%	283
2023 Q3	$69.7M	Buy	334,889 +666	+0.2%	+$144K	0.07%	264
2023 Q2	$71.9M	Buy	334,223 +5,420	+2%	+$1.14M	0.06%	269
2023 Q1	$76M	Sell	328,803 -113	-0%	-$25.7K	0.07%	251
2022 Q4	$75.1M	Buy	328,916 +745	+0.2%	+$166K	0.07%	248
2022 Q3	$65.6M	Buy	328,171 +1,252	+0.4%	+$253K	0.07%	266
2022 Q2	$59.4M	Buy	326,919 +2,813	+0.9%	+$530K	0.06%	293
2022 Q1	$62.1M	Sell	324,106 -17	-0%	-$3.45K	0.05%	314
2021 Q4	$76.6M	Buy	324,123 +147	+0%	+$33.4K	0.05%	286
2021 Q3	$67M	Buy	323,976 +2,083	+0.6%	+$462K	0.05%	299
2021 Q2	$70.8M	Sell	321,893 -307	-0.1%	-$67.8K	0.05%	305
2021 Q1	$67.4M	Sell	322,200 -230,869	-42%	-$45.8M	0.05%	295
2020 Q4	$110M	Sell	553,069 -231,764	-30%	-$44.1M	0.09%	196
2020 Q3	$143M	Sell	784,833 -30,802	-4%	-$5.33M	0.12%	152
2020 Q2	$129M	Sell	815,635 -284,861	-26%	-$43.5M	0.12%	161
2020 Q1	$152M	Sell	1,100,496 -51,165	-4%	-$8.03M	0.16%	131
2019 Q4	$200M	Buy	1,151,661 +2,236	+0.2%	+$362K	0.17%	131
2019 Q3	$188M	Sell	1,149,425 -54,249	-5%	-$9M	0.16%	136
2019 Q2	$207M	Sell	1,203,674 -63,912	-5%	-$10M	0.18%	135
2019 Q1	$192M	Buy	1,267,586 +11,041	+0.9%	+$1.56M	0.17%	138
2018 Q4	$159M	Sell	1,256,545 -34,325	-3%	-$4.59M	0.16%	140
2018 Q3	$194M	Buy	1,290,870 +17,572	+1%	+$2.62M	0.17%	139
2018 Q2	$174M	Sell	1,273,298 -45,671	-3%	-$6.38M	0.14%	153
2018 Q1	$188M	Buy	1,318,969 +5,848	+0.4%	+$816K	0.18%	139
2017 Q4	$173M	Buy	1,313,121 +7,496	+0.6%	+$965K	0.16%	144
2017 Q3	$159M	Sell	1,305,625 -36,074	-3%	-$4.21M	0.15%	146
2017 Q2	$152M	Buy	1,341,699 +14,995	+1%	+$1.58M	0.15%	150
2017 Q1	$124M	Buy	1,326,704 +458,726	+53%	+$42.1M	0.12%	167
2016 Q4	$78.2M	Sell	867,978 -23,748	-3%	-$2.15M	0.09%	201
2016 Q3	$83.4M	Sell	891,726 -47,883	-5%	-$4.32M	0.09%	192
2016 Q2	$77.1M	Sell	939,609 -5,944	-0.6%	-$495K	0.09%	196
2016 Q1	$78.4M	Sell	945,553 -49,302	-5%	-$3.7M	0.09%	200
2015 Q4	$76.2M	Buy	994,855 +44,387	+5%	+$3.4M	0.09%	208
2015 Q3	$67.8M	Sell	950,468 -2,246	-0.2%	-$165K	0.08%	225
2015 Q2	$74.9M	Buy	952,714 +109,282	+13%	+$8.46M	0.08%	226
2015 Q1	$64M	Buy	843,432 +48	+0%	+$3.61K	0.07%	259
2014 Q4	$65.6M	Sell	843,384 -9,184	-1%	-$684K	0.07%	252
2014 Q3	$61.7M	Sell	852,568 -5,213	-0.6%	-$402K	0.07%	257
2014 Q2	$69.3M	Sell	857,781 -23,037	-3%	-$1.74M	0.08%	236
2014 Q1	$64.2M	Sell	880,818 -22,582	-2%	-$1.64M	0.08%	240
2013 Q4	$66.7M	Buy	903,400 +38,169	+4%	+$2.65M	0.08%	240
2013 Q3	$56.5M	Buy	865,231 +83,770	+11%	+$5.06M	0.08%	242
2013 Q2	$42.1M	Buy	+781,461	New	+$41.7M	0.06%	260

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments's IEX Position: Q3 2025 in Review

ClearBridge Investments sold out of IDEX (IEX) in Q3 2025, closing a stake of 328,353 shares — an estimated $57.6M sold.

ClearBridge Investments first reported a position in IEX in Q2 2013 and held it in 49 quarters. The position peaked at $207M in Q2 2019. 631 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

ClearBridge Investments reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
ClearBridge Investments sold 328,353 IDEX shares in Q3 2025, an estimated $57.6M.
ClearBridge Investments first reported a position in IDEX in Q2 2013 and held it in 49 quarters.
ClearBridge Investments's IDEX position peaked at $207M in Q2 2019.
631 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on ClearBridge Investments's 13F filing for Q3 2025, filed 13 Nov 2025.