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Fiduciary Trust’s IDEX IEX Stock Holding History

Fiduciary Trust’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 		$243K Sell
1,281
-20
-2% -$3.95K ﹤0.01% 796
2025
Q4 		$232K Sell
1,301
-583
-31% -$99.6K ﹤0.01% 800
2025
Q3 		$307K Sell
1,884
-624
-25% -$105K ﹤0.01% 701
2025
Q2 		$440K Buy
2,508
+34
+1% +$6.03K 0.01% 560
2025
Q1 		$448K Buy
2,474
+1,320
+114% +$263K 0.01% 544
2024
Q4 		$242K Buy
+1,154
New +$253K ﹤0.01% 625

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

Fiduciary Trust's IEX Position: Q1 2026 in Review

Fiduciary Trust reduced its IDEX (IEX) stake by 1.5% in Q1 2026, selling an estimated $3.95K and leaving 1,281 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Fiduciary Trust first reported a position in IEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q1 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Fiduciary Trust held 1,281 shares of IDEX worth $243K as of Q1 2026.
  • Fiduciary Trust sold 20 IDEX shares in Q1 2026, an estimated $3.95K.
  • IDEX made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #796 holding.
  • Fiduciary Trust first reported a position in IDEX in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Trust's IDEX position peaked at $448K in Q1 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.