Hartree Partners’s IDEX IEX Stock Holding History

Hartree Partners’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	–	Sell	-1,400	Closed	-$265K	–	142
2026 Q1	$265K	Buy	+1,400	New	+$276K	0.06%	103

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Hartree Partners's IEX Position: Q2 2026 in Review

Hartree Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 1,400 shares — an estimated $265K sold.

Hartree Partners first reported a position in IEX in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Hartree Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Hartree Partners sold 1,400 IDEX shares in Q2 2026, an estimated $265K.
Hartree Partners first reported a position in IDEX in Q1 2026 and held it in 1 quarter.
Hartree Partners's IDEX position peaked at $265K in Q1 2026.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Hartree Partners's 13F filing for Q2 2026, filed 12 Aug 2026.