Element Capital Management’s IDEX IEX Stock Holding History

Element 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
2025 Q4	–	Sell	-3,083	Closed	-$502K	–	71
2025 Q3	$502K	Buy	+3,083	New	+$521K	0.71%	31
2025 Q2	–	Sell	-14,760	Closed	-$2.67M	–	73
2025 Q1	$2.67M	Buy	+14,760	New	+$2.94M	0.66%	93
2022 Q4	–	Sell	-1,193	Closed	-$238K	–	83
2022 Q3	$238K	Hold	1,193	–	–	0.11%	129
2022 Q2	$217K	Buy	+1,193	New	+$225K	0.11%	132
2018 Q4	–	Sell	-2,823	Closed	-$425K	–	763
2018 Q3	$425K	Buy	+2,823	New	+$421K	0.01%	468

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Element Capital Management's IEX Position: Q4 2025 in Review

Element Capital Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 3,083 shares — an estimated $502K sold.

Element Capital Management first reported a position in IEX in Q3 2018 and held it in 5 quarters. The position peaked at $2.67M in Q1 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Element Capital Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Element Capital Management sold 3,083 IDEX shares in Q4 2025, an estimated $502K.
Element Capital Management first reported a position in IDEX in Q3 2018 and held it in 5 quarters.
Element Capital Management's IDEX position peaked at $2.67M in Q1 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

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