Ground Swell Capital’s IDEX IEX Stock Holding History

Ground Swell Capital’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 Q4	–	Sell	-1,306	Closed	-$213K	–	129
2025 Q3	$213K	Buy	+1,306	New	+$221K	0.47%	88

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

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

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

Ground Swell Capital's IEX Position: Q4 2025 in Review

Ground Swell Capital sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,306 shares — an estimated $213K sold.

Ground Swell Capital first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Ground Swell Capital reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 1,306 IDEX shares in Q4 2025, an estimated $213K.
Ground Swell Capital first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
Ground Swell Capital's IDEX position peaked at $213K in Q3 2025.
628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.