HighTower Advisors
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HighTower Advisors’s IDEX IEX Stock Holding History

HighTower 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
2014
Q2 		– Sell
-2,000
Closed -$2K – 1656
2014
Q1 		$2K Buy
+2,000
New +$146K ﹤0.01% 1559

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HighTower Advisors's IEX Position: Q1 2026 in Review

HighTower Advisors reduced its IDEX (IEX) stake by 40% in Q1 2026, selling an estimated $557K and leaving 4,284 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

HighTower Advisors first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.14M in Q1 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • HighTower Advisors held 4,284 shares of IDEX worth $812K as of Q1 2026.
  • HighTower Advisors sold 2,823 IDEX shares in Q1 2026, an estimated $557K.
  • IDEX made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2346 holding.
  • HighTower Advisors first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
  • HighTower Advisors's IDEX position peaked at $3.14M in Q1 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.