Dodge & Cox’s IDEX IEX Stock Holding History

Dodge & Cox’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	-1,262,550	Closed	-$225M	–	224
2025 Q4	$225M	Buy	1,262,550 +918,208	+267%	+$157M	0.12%	96
2025 Q3	$56M	Buy	+344,342	New	+$58.2M	0.03%	110

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox's IEX Position: Q1 2026 in Review

Dodge & Cox sold out of IDEX (IEX) in Q1 2026, closing a stake of 1,262,550 shares — an estimated $225M sold.

Dodge & Cox first reported a position in IEX in Q3 2025 and held it in 2 quarters. The position peaked at $225M in Q4 2025. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Dodge & Cox reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Dodge & Cox sold 1,262,550 IDEX shares in Q1 2026, an estimated $225M.
Dodge & Cox first reported a position in IDEX in Q3 2025 and held it in 2 quarters.
Dodge & Cox's IDEX position peaked at $225M in Q4 2025.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Dodge & Cox's 13F filing for Q1 2026, filed 14 May 2026.