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Evelyn Partners Investment Management Services’s IDEX IEX Stock Holding History

Evelyn Partners Investment Management Services’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 		$4.47M Buy
23,574
+45
+0.2% +$8.88K 0.53% 47
2025
Q4 		$4.19M Buy
23,529
+4,940
+27% +$844K 0.52% 50
2025
Q3 		$3.03M Buy
18,589
+3,177
+21% +$537K 0.41% 53
2025
Q2 		$2.71M Buy
15,412
+391
+3% +$69.3K 0.41% 50
2025
Q1 		$2.72M Sell
15,021
-3,855
-20% -$767K 0.45% 51
2024
Q4 		$3.95M Buy
+18,876
New +$4.13M 0.69% 42

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
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 Services's IEX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its IDEX (IEX) stake by 0.19% in Q1 2026, buying an estimated $8.88K and bringing the position to 23,574 shares worth $4.47M. The position accounts for 0.53% of the portfolio, ranked #47.

Evelyn Partners Investment Management Services first reported a position in IEX in Q4 2024 and has held it in 6 quarters since. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Evelyn Partners Investment Management Services held 23,574 shares of IDEX worth $4.47M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 45 IDEX shares in Q1 2026, an estimated $8.88K.
  • IDEX made up 0.53% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #47 holding.
  • Evelyn Partners Investment Management Services first reported a position in IDEX in Q4 2024 and has held it in 6 quarters since.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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