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Eventide Asset Management’s IDEX IEX Stock Holding History

Eventide 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 		$23.5M Buy
103,503
+2,610
+3% +$552K 0.31% 99
2026
Q1 		$19.1M Buy
100,893
+1,758
+2% +$347K 0.32% 105
2025
Q4 		$17.7M Buy
99,135
+2,753
+3% +$470K 0.28% 108
2025
Q3 		$15.7M Sell
96,382
-5,373
-5% -$907K 0.26% 112
2025
Q2 		$17.9M Buy
101,755
+2,573
+3% +$456K 0.31% 99
2025
Q1 		$17.9M Buy
99,182
+19,014
+24% +$3.79M 0.36% 90
2024
Q4 		$16.8M Buy
80,168
+8,581
+12% +$1.88M 0.31% 102
2024
Q3 		$15.4M Buy
71,587
+4,580
+7% +$923K 0.26% 101
2024
Q2 		$13.5M Buy
67,007
+313
+0.5% +$68.4K 0.23% 112
2024
Q1 		$16.3M Buy
66,694
+12,051
+22% +$2.72M 0.26% 104
2023
Q4 		$11.9M Sell
54,643
-3,649
-6% -$736K 0.19% 114
2023
Q3 		$12.1M Sell
58,292
-2,862
-5% -$621K 0.22% 114
2023
Q2 		$13.2M Hold
61,154
– – 0.22% 112
2023
Q1 		$14.1M Sell
61,154
-8,003
-12% -$1.82M 0.26% 104
2022
Q4 		$15.8M Buy
69,157
+10,757
+18% +$2.4M 0.31% 92
2022
Q3 		$11.7M Hold
58,400
– – 0.23% 101
2022
Q2 		$10.6M Hold
58,400
– – 0.23% 95
2022
Q1 		$11.2M Hold
58,400
– – 0.18% 106
2021
Q4 		$13.8M Buy
58,400
+12,700
+28% +$2.88M 0.18% 107
2021
Q3 		$9.46M Hold
45,700
– – 0.12% 124
2021
Q2 		$10.1M Buy
45,700
+8,000
+21% +$1.77M 0.14% 118
2021
Q1 		$7.89M Buy
37,700
+20,176
+115% +$4M 0.12% 120
2020
Q4 		$3.49M Buy
17,524
+6,524
+59% +$1.24M 0.05% 133
2020
Q3 		$2.01M Buy
11,000
+3,600
+49% +$623K 0.04% 130
2020
Q2 		$1.17M Sell
7,400
-1,900
-20% -$290K 0.03% 129
2020
Q1 		$1.28M Buy
9,300
+100
+1% +$15.7K 0.04% 117
2019
Q4 		$1.58M Buy
9,200
+2,700
+42% +$437K 0.04% 103
2019
Q3 		$1.06M Buy
+6,500
New +$1.08M 0.04% 110

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

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

Eventide Asset Management increased its IDEX (IEX) stake by 2.6% in Q2 2026, buying an estimated $552K and bringing the position to 103,503 shares worth $23.5M. The position accounts for 0.31% of the portfolio, ranked #99.

Eventide Asset Management first reported a position in IEX in Q3 2019 and has held it in 28 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Eventide Asset Management held 103,503 shares of IDEX worth $23.5M as of Q2 2026.
  • Eventide Asset Management bought 2,610 IDEX shares in Q2 2026, an estimated $552K.
  • IDEX made up 0.31% of Eventide Asset Management's portfolio in Q2 2026, its #99 holding.
  • Eventide Asset Management first reported a position in IDEX in Q3 2019 and has held it in 28 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.