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GHP Investment Advisors’s IDEX IEX Stock Holding History

GHP Investment Advisors’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 		$3.84M Buy
16,908
+464
+3% +$98.2K 0.14% 181
2026
Q1 		$3.12M Buy
16,444
+122
+0.7% +$24.1K 0.13% 187
2025
Q4 		$2.9M Sell
16,322
-761
-4% -$130K 0.12% 193
2025
Q3 		$2.78M Sell
17,083
-2,445
-13% -$413K 0.12% 193
2025
Q2 		$3.43M Buy
19,528
+2,716
+16% +$481K 0.15% 172
2025
Q1 		$3.04M Sell
16,812
-827
-5% -$165K 0.15% 187
2024
Q4 		$3.69M Sell
17,639
-589
-3% -$129K 0.17% 177
2024
Q3 		$3.91M Sell
18,228
-897
-5% -$181K 0.18% 174
2024
Q2 		$3.85M Sell
19,125
-304
-2% -$66.4K 0.19% 166
2024
Q1 		$4.74M Sell
19,429
-116
-0.6% -$26.2K 0.23% 151
2023
Q4 		$4.24M Sell
19,545
-2,205
-10% -$445K 0.23% 153
2023
Q3 		$4.36M Sell
21,750
-383
-2% -$83.1K 0.27% 132
2023
Q2 		$4.94M Sell
22,133
-208
-0.9% -$43.7K 0.29% 121
2023
Q1 		$5.16M Buy
22,341
+90
+0.4% +$20.4K 0.33% 112
2022
Q4 		$5.08M Buy
22,251
+2,744
+14% +$613K 0.34% 110
2022
Q3 		$3.9M Buy
19,507
+1,706
+10% +$345K 0.3% 120
2022
Q2 		$3.23M Buy
17,801
+2,399
+16% +$452K 0.24% 148
2022
Q1 		$2.95M Buy
15,402
+1,571
+11% +$319K 0.19% 174
2021
Q4 		$3.27M Buy
13,831
+1,400
+11% +$318K 0.23% 143
2021
Q3 		$2.57M Buy
12,431
+374
+3% +$83K 0.2% 158
2021
Q2 		$2.65M Buy
12,057
+559
+5% +$124K 0.21% 153
2021
Q1 		$2.41M Buy
11,498
+501
+5% +$99.3K 0.21% 148
2020
Q4 		$2.19M Buy
10,997
+332
+3% +$63.1K 0.21% 145
2020
Q3 		$1.95M Sell
10,665
-978
-8% -$169K 0.22% 141
2020
Q2 		$1.84M Sell
11,643
-199
-2% -$30.4K 0.23% 143
2020
Q1 		$1.64M Buy
11,842
+404
+4% +$63.4K 0.25% 124
2019
Q4 		$1.97M Buy
11,438
+152
+1% +$24.6K 0.21% 146
2019
Q3 		$1.85M Buy
11,286
+414
+4% +$68.7K 0.23% 133
2019
Q2 		$1.87M Buy
10,872
+17
+0.2% +$2.67K 0.23% 137
2019
Q1 		$1.65M Buy
10,855
+429
+4% +$60.6K 0.21% 143
2018
Q4 		$1.32M Buy
10,426
+1,783
+21% +$239K 0.2% 147
2018
Q3 		$1.3M Buy
8,643
+482
+6% +$71.8K 0.17% 156
2018
Q2 		$1.11M Sell
8,161
-127
-2% -$17.7K 0.16% 165
2018
Q1 		$1.18M Buy
8,288
+421
+5% +$58.8K 0.17% 164
2017
Q4 		$1.04M Sell
7,867
-114
-1% -$14.7K 0.15% 169
2017
Q3 		$969K Buy
7,981
+8
+0.1% +$934 0.15% 175
2017
Q2 		$901K Buy
7,973
+551
+7% +$57.9K 0.14% 179
2017
Q1 		$694K Buy
7,422
+72
+1% +$6.61K 0.12% 194
2016
Q4 		$662K Buy
7,350
+6
+0.1% +$543 0.12% 191
2016
Q3 		$687K Buy
7,344
+91
+1% +$8.22K 0.14% 180
2016
Q2 		$595K Buy
7,253
+175
+2% +$14.6K 0.13% 191
2016
Q1 		$587K Buy
7,078
+6
+0.1% +$450 0.13% 185
2015
Q4 		$542K Buy
7,072
+6
+0.1% +$460 0.13% 183
2015
Q3 		$504K Buy
7,066
+6
+0.1% +$442 0.13% 178
2015
Q2 		$526K Buy
7,060
+1,450
+26% +$112K 0.13% 176
2015
Q1 		$425K Buy
5,610
+380
+7% +$28.6K 0.11% 196
2014
Q4 		$407K Buy
5,230
+175
+3% +$13K 0.11% 194
2014
Q3 		$366K Hold
5,055
– – 0.11% 197
2014
Q2 		$408K Hold
5,055
– – 0.12% 185
2014
Q1 		$368K Hold
5,055
– – 0.12% 190
2013
Q4 		$373K Hold
5,055
– – 0.12% 183
2013
Q3 		$330K Buy
5,055
+325
+7% +$19.6K 0.12% 193
2013
Q2 		$255K Buy
+4,730
New +$252K 0.1% 211

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

GHP Investment Advisors's IEX Position: Q2 2026 in Review

GHP Investment Advisors increased its IDEX (IEX) stake by 2.8% in Q2 2026, buying an estimated $98.2K and bringing the position to 16,908 shares worth $3.84M. The position accounts for 0.14% of the portfolio, ranked #181.

GHP Investment Advisors first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.16M in Q1 2023. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • GHP Investment Advisors held 16,908 shares of IDEX worth $3.84M as of Q2 2026.
  • GHP Investment Advisors bought 464 IDEX shares in Q2 2026, an estimated $98.2K.
  • IDEX made up 0.14% of GHP Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • GHP Investment Advisors first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's IDEX position peaked at $5.16M in Q1 2023.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.