Evelyn Partners’s IDEX IEX Stock Holding History

Evelyn Partners’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 Q3	$60.8M	Buy	266,718 +15,822	+6%	+$3.61M	0.97%	22
2026 Q2	$56.9M	Buy	+250,896	New	+$53.1M	0.12%	22

Other funds holding IEX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Evelyn Partners's IEX Position: Q3 2026 in Review

Evelyn Partners increased its IDEX (IEX) stake by 6.3% in Q3 2026, buying an estimated $3.61M and bringing the position to 266,718 shares worth $60.8M. The position accounts for 0.97% of the portfolio, ranked #22.

Evelyn Partners first reported a position in IEX in Q2 2026 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Evelyn Partners held 266,718 shares of IDEX worth $60.8M as of Q3 2026.
Evelyn Partners bought 15,822 IDEX shares in Q3 2026, an estimated $3.61M.
IDEX made up 0.97% of Evelyn Partners's portfolio in Q3 2026, its #22 holding.
Evelyn Partners first reported a position in IDEX in Q2 2026 and has held it in 2 quarters since.
590 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.