Curated Wealth Partners’s IDEX IEX Stock Holding History

Curated Wealth Partners’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	$31K	Buy	+23,883	New	+$5.05M	﹤0.01%	736

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Curated Wealth Partners's IEX Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in IDEX (IEX) in Q2 2026: 23,883 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings.

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

Curated Wealth Partners held 23,883 shares of IDEX worth $31K as of Q2 2026.
IDEX was a new Curated Wealth Partners position in Q2 2026.
IDEX made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #736 holding.
170 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.