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Concentric Capital Strategies’s IDEX IEX Stock Holding History

Concentric Capital Strategies’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 		$4.81M Buy
21,188
+18,006
+566% +$3.81M 0.27% 84
2026
Q1 		$603K Sell
3,182
-79,218
-96% -$15.6M 0.05% 199
2025
Q4 		$14.7M Buy
+82,400
New +$14.1M 0.7% 27
2023
Q4 		– Sell
-1,273
Closed -$265K – 265
2023
Q3 		$265K Buy
+1,273
New +$276K 0.03% 199

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 $3.37T AUM 44.26% 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

Concentric Capital Strategies's IEX Position: Q2 2026 in Review

Concentric Capital Strategies increased its IDEX (IEX) stake by 566% in Q2 2026, buying an estimated $3.81M and bringing the position to 21,188 shares worth $4.81M. The position accounts for 0.27% of the portfolio, ranked #84.

Concentric Capital Strategies first reported a position in IEX in Q3 2023 and has held it in 4 quarters since. The position peaked at $14.7M in Q4 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Concentric Capital Strategies held 21,188 shares of IDEX worth $4.81M as of Q2 2026.
  • Concentric Capital Strategies bought 18,006 IDEX shares in Q2 2026, an estimated $3.81M.
  • IDEX made up 0.27% of Concentric Capital Strategies's portfolio in Q2 2026, its #84 holding.
  • Concentric Capital Strategies first reported a position in IDEX in Q3 2023 and has held it in 4 quarters since.
  • Concentric Capital Strategies's IDEX position peaked at $14.7M in Q4 2025.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Concentric Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.