Guyasuta Investment Advisors’s IDEX IEX Stock Holding History

Guyasuta 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	$2.09M	Sell	9,209 -300	-3%	-$63.5K	0.11%	94
2026 Q1	$1.8M	Hold	9,509	–	–	0.1%	96
2025 Q4	$1.69M	Hold	9,509	–	–	0.1%	94
2025 Q3	$1.55M	Sell	9,509 -200	-2%	-$33.8K	0.09%	98
2025 Q2	$1.7M	Sell	9,709 -80	-0.8%	-$14.2K	0.1%	94
2025 Q1	$1.77M	Hold	9,789	–	–	0.12%	87
2024 Q4	$2.05M	Sell	9,789 -240	-2%	-$52.5K	0.13%	83
2024 Q3	$2.15M	Sell	10,029 -375	-4%	-$75.6K	0.13%	80
2024 Q2	$2.26M	Hold	10,404	–	–	0.17%	69
2024 Q1	$2.26M	Hold	10,404	–	–	0.16%	69
2023 Q4	$2.26M	Hold	10,404	–	–	0.16%	69
2023 Q3	$2.16M	Hold	10,404	–	–	0.17%	65
2023 Q2	$2.24M	Sell	10,404 -50	-0.5%	-$10.5K	0.17%	67
2023 Q1	$2.42M	Hold	10,454	–	–	0.19%	66
2022 Q4	$2.39M	Hold	10,454	–	–	0.19%	66
2022 Q3	$2.09M	Sell	10,454 -4,140	-28%	-$837K	0.18%	68
2022 Q2	$2.65M	Buy	14,594 +94	+0.6%	+$17.7K	0.21%	64
2022 Q1	$2.78M	Sell	14,500 -860	-6%	-$174K	0.19%	69
2021 Q4	$3.63M	Sell	15,360 -30	-0.2%	-$6.81K	0.24%	61
2021 Q3	$3.19M	Hold	15,390	–	–	0.23%	62
2021 Q2	$3.39M	Sell	15,390 -25	-0.2%	-$5.53K	0.24%	60
2021 Q1	$3.23M	Sell	15,415 -70	-0.5%	-$13.9K	0.25%	59
2020 Q4	$3.08M	Hold	15,485	–	–	0.26%	56
2020 Q3	$2.83M	Sell	15,485 -25	-0.2%	-$4.33K	0.26%	58
2020 Q2	$2.45M	Hold	15,510	–	–	0.25%	58
2020 Q1	$2.14M	Buy	15,510 +160	+1%	+$25.1K	0.26%	54
2019 Q4	$2.64M	Hold	15,350	–	–	0.26%	53
2019 Q3	$2.52M	Sell	15,350 -2,800	-15%	-$465K	0.26%	51
2019 Q2	$3.12M	Hold	18,150	–	–	0.32%	46
2019 Q1	$2.75M	Sell	18,150 -100	-0.5%	-$14.1K	0.31%	48
2018 Q4	$2.3M	Hold	18,250	–	–	0.28%	50
2018 Q3	$2.75M	Sell	18,250 -70	-0.4%	-$10.4K	0.29%	47
2018 Q2	$2.5M	Sell	18,320 -300	-2%	-$41.9K	0.29%	49
2018 Q1	$2.65M	Sell	18,620 -700	-4%	-$97.7K	0.31%	47
2017 Q4	$2.55M	Sell	19,320 -1,000	-5%	-$129K	0.29%	49
2017 Q3	$2.47M	Sell	20,320 -400	-2%	-$46.7K	0.3%	44
2017 Q2	$2.34M	Sell	20,720 -2,100	-9%	-$221K	0.28%	48
2017 Q1	$2.13M	Hold	22,820	–	–	0.26%	56
2016 Q4	$2.06M	Sell	22,820 -500	-2%	-$45.2K	0.27%	54
2016 Q3	$2.18M	Sell	23,320 -1,700	-7%	-$153K	0.28%	52
2016 Q2	$2.05M	Sell	25,020 -1,000	-4%	-$83.2K	0.27%	51
2016 Q1	$2.16M	Sell	26,020 -400	-2%	-$30K	0.3%	49
2015 Q4	$2.02M	Sell	26,420 -2,500	-9%	-$192K	0.28%	52
2015 Q3	$2.06M	Sell	28,920 -1,300	-4%	-$95.8K	0.3%	49
2015 Q2	$2.37M	Hold	30,220	–	–	0.31%	46
2015 Q1	$2.29M	Hold	30,220	–	–	0.31%	47
2014 Q4	$2.35M	Hold	30,220	–	–	0.32%	47
2014 Q3	$2.19M	Sell	30,220 -700	-2%	-$54K	0.3%	47
2014 Q2	$2.5M	Hold	30,920	–	–	0.33%	41
2014 Q1	$2.25M	Sell	30,920 -1,300	-4%	-$94.6K	0.32%	43
2013 Q4	$2.38M	Sell	32,220 -1,700	-5%	-$118K	0.35%	42
2013 Q3	$2.21M	Sell	33,920 -2,100	-6%	-$127K	0.35%	42
2013 Q2	$1.94M	Buy	+36,020	New	+$1.92M	0.32%	46

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Guyasuta Investment Advisors reduced its IDEX (IEX) stake by 3.2% in Q2 2026, selling an estimated $63.5K and leaving 9,209 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #94.

Guyasuta Investment Advisors first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.63M in Q4 2021. 320 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Guyasuta Investment Advisors held 9,209 shares of IDEX worth $2.09M as of Q2 2026.
Guyasuta Investment Advisors sold 300 IDEX shares in Q2 2026, an estimated $63.5K.
IDEX made up 0.11% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #94 holding.
Guyasuta Investment Advisors first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
Guyasuta Investment Advisors's IDEX position peaked at $3.63M in Q4 2021.
320 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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