Covea Finance’s IDEX IEX Stock Holding History

Covea Finance’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	$5.17M	Hold	22,800	–	–	0.16%	115
2026 Q1	$4.32M	Sell	22,800 -2,600	-10%	-$513K	0.15%	116
2025 Q4	$4.52M	Hold	25,400	–	–	0.15%	107
2025 Q3	$4.13M	Hold	25,400	–	–	0.14%	110
2025 Q2	$4.46M	Buy	25,400 +7,400	+41%	+$1.31M	0.17%	99
2025 Q1	$3.26M	Buy	18,000 +3,500	+24%	+$697K	0.15%	95
2024 Q4	$3.03M	Buy	14,500 +6,000	+71%	+$1.31M	0.14%	88
2024 Q3	$1.82M	Hold	8,500	–	–	0.08%	100
2024 Q2	$1.71M	Sell	8,500 -3,000	-26%	-$655K	0.08%	98
2024 Q1	$2.81M	Sell	11,500 -4,000	-26%	-$903K	0.13%	88
2023 Q4	$3.37M	Hold	15,500	–	–	0.16%	84
2023 Q3	$3.22M	Hold	15,500	–	–	0.18%	79
2023 Q2	$3.34M	Hold	15,500	–	–	0.18%	85
2023 Q1	$3.58M	Buy	15,500 +2,000	+15%	+$454K	0.2%	77
2022 Q4	$3.08M	Hold	13,500	–	–	0.15%	92
2022 Q3	$2.7M	Hold	13,500	–	–	0.14%	94
2022 Q2	$2.45M	Buy	13,500 +700	+5%	+$132K	0.34%	40
2022 Q1	$2.45M	Hold	12,800	–	–	0.27%	41
2021 Q4	$3.02M	Buy	+12,800	New	+$2.91M	0.26%	39

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Covea Finance's IEX Position: Q2 2026 in Review

Covea Finance held its IDEX (IEX) position steady in Q2 2026 at 22,800 shares worth $5.17M. The position accounts for 0.16% of the portfolio, ranked #115.

Covea Finance first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Covea Finance held 22,800 shares of IDEX worth $5.17M as of Q2 2026.
Covea Finance left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.16% of Covea Finance's portfolio in Q2 2026, its #115 holding.
Covea Finance first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Covea Finance's 13F filing for Q2 2026, filed 13 Jul 2026.