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Erste Asset Management’s IDEX IEX Stock Holding History

Erste Asset 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 		$33.9M Buy
+150,090
New +$31.8M 0.26% 87
2025
Q3 		– Sell
-11,230
Closed -$1.9M – 730
2025
Q2 		$1.98M Buy
+11,230
New +$1.99M 0.02% 396

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

Erste Asset Management's IEX Position: Q2 2026 in Review

Erste Asset Management opened a new position in IDEX (IEX) in Q2 2026: 150,090 shares worth $33.9M. The stake represents 0.26% of the portfolio and ranks #87 among its holdings. This is a return to the name: Erste Asset Management previously reported a position in IEX as recently as Q2 2025.

Erste Asset Management first reported a position in IEX in Q2 2025 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Erste Asset Management held 150,090 shares of IDEX worth $33.9M as of Q2 2026.
  • IDEX was a new Erste Asset Management position in Q2 2026.
  • IDEX made up 0.26% of Erste Asset Management's portfolio in Q2 2026, its #87 holding.
  • Erste Asset Management first reported a position in IDEX in Q2 2025 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.