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Guidance Capital’s IDEX IEX Stock Holding History

Guidance 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
2026
Q1 		– Sell
-5,928
Closed -$1.17M – 250
2025
Q4 		$1.17M Buy
5,928
+226
+4% +$38.6K 0.29% 84
2025
Q3 		$958K Buy
5,702
+470
+9% +$79.4K 0.25% 94
2025
Q2 		$833K Buy
5,232
+384
+8% +$68.1K 0.24% 97
2025
Q1 		$880K Buy
4,848
+800
+20% +$159K 0.27% 92
2024
Q4 		$890K Buy
+4,048
New +$886K 0.27% 89

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

Guidance Capital's IEX Position: Q1 2026 in Review

Guidance Capital sold out of IDEX (IEX) in Q1 2026, closing a stake of 5,928 shares — an estimated $1.17M sold.

Guidance Capital first reported a position in IEX in Q4 2024 and held it in 5 quarters. The position peaked at $1.17M in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Guidance Capital reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Guidance Capital sold 5,928 IDEX shares in Q1 2026, an estimated $1.17M.
  • Guidance Capital first reported a position in IDEX in Q4 2024 and held it in 5 quarters.
  • Guidance Capital's IDEX position peaked at $1.17M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Guidance Capital's 13F filing for Q1 2026, filed 8 May 2026.