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Duff & Phelps Investment Management’s IDEX IEX Stock Holding History

Duff & Phelps Investment 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
Q2 		$11M Buy
48,477
+5,857
+14% +$1.24M 0.1% 101
2026
Q1 		$8.08M Sell
42,620
-2,055
-5% -$406K 0.08% 102
2025
Q4 		$7.95M Sell
44,675
-966
-2% -$165K 0.09% 103
2025
Q3 		$7.43M Sell
45,641
-7,605
-14% -$1.28M 0.08% 109
2025
Q2 		$9.35M Buy
53,246
+22,411
+73% +$3.97M 0.11% 107
2025
Q1 		$5.58M Sell
30,835
-13,356
-30% -$2.66M 0.07% 112
2024
Q4 		$9.25M Sell
44,191
-1,133
-2% -$248K 0.11% 109
2024
Q3 		$9.72M Sell
45,324
-41,296
-48% -$8.32M 0.11% 109
2024
Q2 		$17.4M Sell
86,620
-13,296
-13% -$2.9M 0.22% 97
2024
Q1 		$24.4M Buy
99,916
+35,512
+55% +$8.02M 0.29% 91
2023
Q4 		$14M Buy
64,404
+3,704
+6% +$747K 0.17% 105
2023
Q3 		$12.6M Hold
60,700
– – 0.17% 107
2023
Q2 		$13.1M Sell
60,700
-20,000
-25% -$4.2M 0.16% 108
2023
Q1 		$18.6M Sell
80,700
-23,500
-23% -$5.33M 0.23% 94
2022
Q4 		$23.8M Sell
104,200
-15,000
-13% -$3.35M 0.29% 92
2022
Q3 		$23.8M Buy
+119,200
New +$24.1M 0.3% 90

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Duff & Phelps Investment Management's IEX Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its IDEX (IEX) stake by 14% in Q2 2026, buying an estimated $1.24M and bringing the position to 48,477 shares worth $11M. The position accounts for 0.1% of the portfolio, ranked #101.

Duff & Phelps Investment Management first reported a position in IEX in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.4M in Q1 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Duff & Phelps Investment Management held 48,477 shares of IDEX worth $11M as of Q2 2026.
  • Duff & Phelps Investment Management bought 5,857 IDEX shares in Q2 2026, an estimated $1.24M.
  • IDEX made up 0.1% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #101 holding.
  • Duff & Phelps Investment Management first reported a position in IDEX in Q3 2022 and has held it in 16 quarters since.
  • Duff & Phelps Investment Management's IDEX position peaked at $24.4M in Q1 2024.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.