Ken Fisher
IEX icon

Ken Fisher’s IDEX IEX Stock Holding History

Ken Fisher’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 		$170M Buy
748,815
+40,658
+6% +$8.6M 0.05% 140
2026
Q1 		$134M Buy
708,157
+52,570
+8% +$10.4M 0.05% 145
2025
Q4 		$117M Sell
655,587
-69,215
-10% -$11.8M 0.04% 154
2025
Q3 		$118M Buy
724,802
+17,579
+2% +$2.97M 0.04% 155
2025
Q2 		$124M Buy
707,223
+47,899
+7% +$8.49M 0.05% 148
2025
Q1 		$119M Sell
659,324
-4,578
-0.7% -$911K 0.05% 147
2024
Q4 		$139M Buy
663,902
+4,896
+0.7% +$1.07M 0.06% 148
2024
Q3 		$141M Buy
659,006
+46,770
+8% +$9.43M 0.06% 151
2024
Q2 		$123M Buy
612,236
+48,351
+9% +$10.6M 0.05% 151
2024
Q1 		$138M Buy
563,885
+134,864
+31% +$30.5M 0.06% 151
2023
Q4 		$93.1M Buy
429,021
+15,633
+4% +$3.15M 0.05% 172
2023
Q3 		$86M Buy
413,388
+543
+0.1% +$118K 0.05% 199
2023
Q2 		$88.9M Buy
412,845
+35,731
+9% +$7.51M 0.05% 204
2023
Q1 		$87.1M Buy
377,114
+245,293
+186% +$55.7M 0.05% 204
2022
Q4 		$30.1M Buy
131,821
+2,337
+2% +$522K 0.02% 298
2022
Q3 		$25.9M Buy
+129,484
New +$26.2M 0.02% 311

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ken Fisher's IEX Position: Q2 2026 in Review

Ken Fisher increased its IDEX (IEX) stake by 5.7% in Q2 2026, buying an estimated $8.6M and bringing the position to 748,815 shares worth $170M. The position accounts for 0.05% of the portfolio, ranked #140.

Ken Fisher first reported a position in IEX in Q3 2022 and has held it in 16 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Ken Fisher held 748,815 shares of IDEX worth $170M as of Q2 2026.
  • Ken Fisher bought 40,658 IDEX shares in Q2 2026, an estimated $8.6M.
  • IDEX made up 0.05% of Ken Fisher's portfolio in Q2 2026, its #140 holding.
  • Ken Fisher first reported a position in IDEX in Q3 2022 and has held it in 16 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.