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Contravisory Investment Management’s IDEX IEX Stock Holding History

Contravisory Investment Management’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 		$1.18M Buy
+5,194
New +$1.1M 0.21% 87
2020
Q2 		– Sell
-1,772
Closed -$245K – 286
2020
Q1 		$245K Buy
1,772
+20
+1% +$3.14K 0.11% 104
2019
Q4 		$301K Buy
1,752
+26
+2% +$4.21K 0.11% 121
2019
Q3 		$283K Buy
+1,726
New +$286K 0.11% 122

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

Contravisory Investment Management's IEX Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in IDEX (IEX) in Q2 2026: 5,194 shares worth $1.18M. The stake represents 0.21% of the portfolio and ranks #87 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in IEX as recently as Q1 2020.

Contravisory Investment Management first reported a position in IEX in Q3 2019 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Contravisory Investment Management held 5,194 shares of IDEX worth $1.18M as of Q2 2026.
  • IDEX was a new Contravisory Investment Management position in Q2 2026.
  • IDEX made up 0.21% of Contravisory Investment Management's portfolio in Q2 2026, its #87 holding.
  • Contravisory Investment Management first reported a position in IDEX in Q3 2019 and has held it in 4 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.