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Harvey Investment Company’s IDEX IEX Stock Holding History

Harvey Investment Company’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 		$25M Sell
110,017
-2,222
-2% -$470K 2.72% 13
2026
Q1 		$21.3M Buy
112,239
+2,050
+2% +$405K 2.34% 18
2025
Q4 		$19.6M Buy
110,189
+845
+0.8% +$144K 2.09% 20
2025
Q3 		$17.8M Buy
109,344
+21,608
+25% +$3.65M 1.9% 21
2025
Q2 		$15.4M Buy
87,736
+6,010
+7% +$1.07M 1.69% 22
2025
Q1 		$14.8M Hold
81,726
– – 1.64% 23
2024
Q4 		$17.1M Sell
81,726
-20
-0% -$4.38K 1.98% 21
2024
Q3 		$17.5M Sell
81,746
-795
-1% -$160K 1.98% 20
2024
Q2 		$16.6M Sell
82,541
-5,813
-7% -$1.27M 1.99% 21
2024
Q1 		$21.6M Sell
88,354
-1,455
-2% -$329K 2.43% 16
2023
Q4 		$19.5M Buy
89,809
+25
+0% +$5.04K 2.36% 17
2023
Q3 		$18.7M Buy
89,784
+11,127
+14% +$2.41M 2.44% 16
2023
Q2 		$16.9M Sell
78,657
-10,310
-12% -$2.17M 2.21% 19
2023
Q1 		$20.6M Buy
88,967
+100
+0.1% +$22.7K 2.55% 15
2022
Q4 		$20.3M Sell
88,867
-660
-0.7% -$147K 2.62% 15
2022
Q3 		$17.9M Hold
89,527
– – 2.59% 16
2022
Q2 		$16.3M Buy
89,527
+80
+0.1% +$15.1K 2.29% 18
2022
Q1 		$17.1M Buy
89,447
+645
+0.7% +$131K 2.1% 19
2021
Q4 		$21M Sell
88,802
-333
-0.4% -$75.6K 2.43% 16
2021
Q3 		$18.4M Sell
89,135
-1,140
-1% -$253K 2.4% 14
2021
Q2 		$19.9M Sell
90,275
-1,820
-2% -$402K 2.62% 15
2021
Q1 		$19.3M Sell
92,095
-1,975
-2% -$392K 2.74% 15
2020
Q4 		$18.7M Hold
94,070
– – 2.64% 14
2020
Q3 		$17.2M Hold
94,070
– – 2.68% 14
2020
Q2 		$14.9M Sell
94,070
-150
-0.2% -$22.9K 2.52% 15
2020
Q1 		$13M Buy
94,220
+1,770
+2% +$278K 2.55% 13
2019
Q4 		$15.9M Buy
92,450
+130
+0.1% +$21K 2.45% 14
2019
Q3 		$15.1M Sell
92,320
-200
-0.2% -$33.2K 2.51% 14
2019
Q2 		$15.9M Sell
92,520
-1,360
-1% -$214K 2.68% 14
2019
Q1 		$14.2M Sell
93,880
-990
-1% -$140K 2.45% 16
2018
Q4 		$12M Sell
94,870
-1,260
-1% -$169K 2.31% 16
2018
Q3 		$14.5M Sell
96,130
-4,625
-5% -$689K 2.51% 15
2018
Q2 		$13.8M Sell
100,755
-3,143
-3% -$439K 2.54% 16
2018
Q1 		$14.8M Sell
103,898
-6,670
-6% -$931K 2.73% 12
2017
Q4 		$14.6M Sell
110,568
-11,775
-10% -$1.52M 2.65% 13
2017
Q3 		$14.9M Sell
122,343
-6,182
-5% -$722K 2.93% 12
2017
Q2 		$14.5M Sell
128,525
-1,760
-1% -$185K 2.94% 13
2017
Q1 		$12.2M Sell
130,285
-389
-0.3% -$35.7K 2.52% 16
2016
Q4 		$11.8M Sell
130,674
-246
-0.2% -$22.3K 2.48% 17
2016
Q3 		$12.3M Sell
130,920
-468
-0.4% -$42.3K 2.6% 14
2016
Q2 		$10.8M Buy
131,388
+70
+0.1% +$5.82K 2.35% 17
2016
Q1 		$10.9M Buy
131,318
+1,115
+0.9% +$83.6K 2.42% 18
2015
Q4 		$9.97M Sell
130,203
-1,587
-1% -$122K 2.28% 18
2015
Q3 		$9.4M Buy
131,790
+240
+0.2% +$17.7K 2.27% 19
2015
Q2 		$10.3M Hold
131,550
– – 2.4% 14
2015
Q1 		$9.97M Buy
131,550
+750
+0.6% +$56.5K 2.37% 15
2014
Q4 		$10.2M Buy
130,800
+170
+0.1% +$12.7K 2.37% 14
2014
Q3 		$9.45M Sell
130,630
-1,450
-1% -$112K 2.39% 13
2014
Q2 		$10.7M Hold
132,080
– – 2.65% 10
2014
Q1 		$9.63M Sell
132,080
-675
-0.5% -$49.1K 2.48% 11
2013
Q4 		$9.8M Sell
132,755
-4,869
-4% -$338K 2.6% 10
2013
Q3 		$8.98M Sell
137,624
-513
-0.4% -$31K 2.54% 11
2013
Q2 		$7.43M Buy
+138,137
New +$7.36M 2.23% 17

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Harvey Investment Company's IEX Position: Q2 2026 in Review

Harvey Investment Company reduced its IDEX (IEX) stake by 2% in Q2 2026, selling an estimated $470K and leaving 110,017 shares worth $25M. The position accounts for 2.72% of the portfolio, ranked #13.

Harvey Investment Company first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. 141 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Harvey Investment Company held 110,017 shares of IDEX worth $25M as of Q2 2026.
  • Harvey Investment Company sold 2,222 IDEX shares in Q2 2026, an estimated $470K.
  • IDEX made up 2.72% of Harvey Investment Company's portfolio in Q2 2026, its #13 holding.
  • Harvey Investment Company first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
  • 141 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.