Gallo Partners’s IDEX IEX Stock Holding History

Gallo 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
2025 Q2	–	Sell	-12,185	Closed	-$2.21M	–	63
2025 Q1	$2.21M	Buy	+12,185	New	+$2.43M	1.47%	30

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gallo Partners's IEX Position: Q2 2025 in Review

Gallo Partners sold out of IDEX (IEX) in Q2 2025, closing a stake of 12,185 shares — an estimated $2.21M sold.

Gallo Partners first reported a position in IEX in Q1 2025 and held it in 1 quarter. The position peaked at $2.21M in Q1 2025. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

Gallo Partners reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
Gallo Partners sold 12,185 IDEX shares in Q2 2025, an estimated $2.21M.
Gallo Partners first reported a position in IDEX in Q1 2025 and held it in 1 quarter.
Gallo Partners's IDEX position peaked at $2.21M in Q1 2025.
637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Gallo Partners's 13F filing for Q2 2025, filed 14 Aug 2025.