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Distillate Capital Partners’s IDEX IEX Stock Holding History

Distillate Capital 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
Q1 		– Sell
-67,359
Closed -$12M – 134
2025
Q4 		$12M Sell
67,359
-2,686
-4% -$459K 0.62% 98
2025
Q3 		$11.4M Sell
70,045
-1,289
-2% -$218K 0.59% 100
2025
Q2 		$12.5M Buy
+71,334
New +$12.6M 0.67% 88
2024
Q3 		– Sell
-67,790
Closed -$13.6M – 90
2024
Q2 		$13.6M Buy
+67,790
New +$14.8M 0.72% 87
2022
Q3 		– Sell
-31,005
Closed -$5.63M – 114
2022
Q2 		$5.63M Buy
+31,005
New +$5.84M 0.8% 59

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Vanguard Portfolio Management
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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

Distillate Capital Partners's IEX Position: Q1 2026 in Review

Distillate Capital Partners sold out of IDEX (IEX) in Q1 2026, closing a stake of 67,359 shares — an estimated $12M sold.

Distillate Capital Partners first reported a position in IEX in Q2 2022 and held it in 5 quarters. The position peaked at $13.6M in Q2 2024. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Distillate Capital Partners reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Distillate Capital Partners sold 67,359 IDEX shares in Q1 2026, an estimated $12M.
  • Distillate Capital Partners first reported a position in IDEX in Q2 2022 and held it in 5 quarters.
  • Distillate Capital Partners's IDEX position peaked at $13.6M in Q2 2024.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Distillate Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.