FGP
IEX icon

Freestone Grove Partners’s IDEX IEX Stock Holding History

Freestone Grove 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
Q2 		$103M Buy
451,742
+234,466
+108% +$49.6M 0.66% 25
2026
Q1 		$41.2M Buy
+217,276
New +$42.9M 0.29% 118
2025
Q2 		– Sell
-5,645
Closed -$1.02M – 755
2025
Q1 		$1.02M Sell
5,645
-125,932
-96% -$25.1M 0.01% 349
2024
Q4 		$27.5M Buy
+131,577
New +$28.8M 0.34% 102

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

Freestone Grove Partners's IEX Position: Q2 2026 in Review

Freestone Grove Partners increased its IDEX (IEX) stake by 108% in Q2 2026, buying an estimated $49.6M and bringing the position to 451,742 shares worth $103M. The position accounts for 0.66% of the portfolio, ranked #25.

Freestone Grove Partners first reported a position in IEX in Q4 2024 and has held it in 4 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Freestone Grove Partners held 451,742 shares of IDEX worth $103M as of Q2 2026.
  • Freestone Grove Partners bought 234,466 IDEX shares in Q2 2026, an estimated $49.6M.
  • IDEX made up 0.66% of Freestone Grove Partners's portfolio in Q2 2026, its #25 holding.
  • Freestone Grove Partners first reported a position in IDEX in Q4 2024 and has held it in 4 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.