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Concurrent Investment Advisors’s IDEX IEX Stock Holding History

Concurrent Investment Advisors’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 		$412K Buy
+1,817
New +$384K ﹤0.01% 1514

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

Concurrent Investment Advisors's IEX Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in IDEX (IEX) in Q2 2026: 1,817 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings.

685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Concurrent Investment Advisors held 1,817 shares of IDEX worth $412K as of Q2 2026.
  • IDEX was a new Concurrent Investment Advisors position in Q2 2026.
  • IDEX made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1514 holding.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.