Hallstatt Advisors’s IDEX IEX Stock Holding History

Hallstatt 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 Q1	–	Sell	-46,411	Closed	-$8.26M	–	19
2025 Q4	$8.26M	Buy	+46,411	New	+$7.93M	6.15%	9

Other funds holding IEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hallstatt Advisors's IEX Position: Q1 2026 in Review

Hallstatt Advisors sold out of IDEX (IEX) in Q1 2026, closing a stake of 46,411 shares — an estimated $8.26M sold.

Hallstatt Advisors first reported a position in IEX in Q4 2025 and held it in 1 quarter. The position peaked at $8.26M in Q4 2025. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Hallstatt Advisors reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Hallstatt Advisors sold 46,411 IDEX shares in Q1 2026, an estimated $8.26M.
Hallstatt Advisors first reported a position in IDEX in Q4 2025 and held it in 1 quarter.
Hallstatt Advisors's IDEX position peaked at $8.26M in Q4 2025.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Hallstatt Advisors's 13F filing for Q1 2026, filed 7 May 2026.