Havemeyer Place’s IDEX IEX Stock Holding History

Havemeyer Place’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	$1.32M	Buy	+5,805	New	+$1.23M	0.13%	257
2026 Q1	–	Sell	-975	Closed	-$173K	–	610
2025 Q4	$173K	Buy	+975	New	+$167K	0.03%	436

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 $3.38T AUM 44.17% 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

Havemeyer Place's IEX Position: Q2 2026 in Review

Havemeyer Place opened a new position in IDEX (IEX) in Q2 2026: 5,805 shares worth $1.32M. The stake represents 0.13% of the portfolio and ranks #257 among its holdings. This is a return to the name: Havemeyer Place previously reported a position in IEX as recently as Q4 2025.

Havemeyer Place first reported a position in IEX in Q4 2025 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Havemeyer Place held 5,805 shares of IDEX worth $1.32M as of Q2 2026.
IDEX was a new Havemeyer Place position in Q2 2026.
IDEX made up 0.13% of Havemeyer Place's portfolio in Q2 2026, its #257 holding.
Havemeyer Place first reported a position in IDEX in Q4 2025 and has held it in 2 quarters since.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.