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Evelyn Partners Investment Management (Europe)’s IDEX IEX Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$22.7K Hold
120
– – 0.01% 154
2025
Q4 		$21.4K Hold
120
– – 0.01% 157
2025
Q3 		$19.5K Sell
120
-50
-29% -$8.45K 0.01% 154
2025
Q2 		$29.8K Hold
170
– – 0.01% 144
2025
Q1 		$30.8K Sell
170
-480
-74% -$95.6K 0.01% 140
2024
Q4 		$136K Buy
+650
New +$142K 0.05% 90

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Evelyn Partners Investment Management (Europe)'s IEX Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its IDEX (IEX) position steady in Q1 2026 at 120 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #154.

Evelyn Partners Investment Management (Europe) first reported a position in IEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $136K in Q4 2024. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 120 shares of IDEX worth $22.7K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its IDEX share count unchanged in Q1 2026.
  • IDEX made up 0.01% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #154 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in IDEX in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s IDEX position peaked at $136K in Q4 2024.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.