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DGS Capital Management’s IDEX IEX Stock Holding History

DGS Capital 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
Q1 		$248K Buy
+1,306
New +$258K 0.04% 468

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DGS Capital Management's IEX Position: Q1 2026 in Review

DGS Capital Management opened a new position in IDEX (IEX) in Q1 2026: 1,306 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #468 among its holdings.

677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • DGS Capital Management held 1,306 shares of IDEX worth $248K as of Q1 2026.
  • IDEX was a new DGS Capital Management position in Q1 2026.
  • IDEX made up 0.04% of DGS Capital Management's portfolio in Q1 2026, its #468 holding.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.