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Delta Global Management’s IDEX IEX Stock Holding History

Delta Global 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
2025
Q4 		– Sell
-15,525
Closed -$2.53M – 192
2025
Q3 		$2.53M Buy
15,525
+1,986
+15% +$335K 0.19% 82
2025
Q2 		$2.38M Buy
+13,539
New +$2.4M 0.16% 121

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Delta Global Management's IEX Position: Q4 2025 in Review

Delta Global Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 15,525 shares — an estimated $2.53M sold.

Delta Global Management first reported a position in IEX in Q2 2025 and held it in 2 quarters. The position peaked at $2.53M in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Delta Global Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Delta Global Management sold 15,525 IDEX shares in Q4 2025, an estimated $2.53M.
  • Delta Global Management first reported a position in IDEX in Q2 2025 and held it in 2 quarters.
  • Delta Global Management's IDEX position peaked at $2.53M in Q3 2025.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Delta Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.