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Evergreen Capital Management’s IDEX IEX Stock Holding History

Evergreen Capital 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
Q1 		$409K Buy
2,160
+620
+40% +$122K 0.01% 918
2025
Q4 		$274K Buy
+1,540
New +$263K 0.01% 1100

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evergreen Capital Management's IEX Position: Q1 2026 in Review

Evergreen Capital Management increased its IDEX (IEX) stake by 40% in Q1 2026, buying an estimated $122K and bringing the position to 2,160 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #918.

Evergreen Capital Management first reported a position in IEX in Q4 2025 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Evergreen Capital Management held 2,160 shares of IDEX worth $409K as of Q1 2026.
  • Evergreen Capital Management bought 620 IDEX shares in Q1 2026, an estimated $122K.
  • IDEX made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #918 holding.
  • Evergreen Capital Management first reported a position in IDEX in Q4 2025 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.