Harvey Capital Management’s IDEX IEX Stock Holding History

Harvey Capital Management’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	$204K	Buy	+900	New	+$190K	0.04%	89
2024 Q2	–	Sell	-900	Closed	-$220K	–	79
2024 Q1	$220K	Buy	+900	New	+$203K	0.06%	74
2023 Q2	–	Sell	-950	Closed	-$219K	–	81
2023 Q1	$219K	Hold	950	–	–	0.09%	76
2022 Q4	$217K	Buy	+950	New	+$212K	0.09%	76
2022 Q1	–	Sell	-1,000	Closed	-$236K	–	81
2021 Q4	$236K	Sell	1,000 -125	-11%	-$28.4K	0.07%	71
2021 Q3	$232K	Hold	1,125	–	–	0.08%	75
2021 Q2	$247K	Hold	1,125	–	–	0.08%	75
2021 Q1	$235K	Hold	1,125	–	–	0.09%	78
2020 Q4	$224K	Hold	1,125	–	–	0.09%	71
2020 Q3	$205K	Buy	+1,125	New	+$195K	0.09%	71

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

Harvey Capital Management's IEX Position: Q2 2026 in Review

Harvey Capital Management opened a new position in IDEX (IEX) in Q2 2026: 900 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #89 among its holdings. This is a return to the name: Harvey Capital Management previously reported a position in IEX as recently as Q1 2024.

Harvey Capital Management first reported a position in IEX in Q3 2020 and has held it in 10 quarters since. The position peaked at $247K in Q2 2021. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Harvey Capital Management held 900 shares of IDEX worth $204K as of Q2 2026.
IDEX was a new Harvey Capital Management position in Q2 2026.
IDEX made up 0.04% of Harvey Capital Management's portfolio in Q2 2026, its #89 holding.
Harvey Capital Management first reported a position in IDEX in Q3 2020 and has held it in 10 quarters since.
Harvey Capital Management's IDEX position peaked at $247K in Q2 2021.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Harvey Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.