Ken Fisher
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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
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 $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

Ken Fisher's IEX Position: Q1 2026 in Review

Ken Fisher increased its IDEX (IEX) stake by 8% in Q1 2026, buying an estimated $10.4M and bringing the position to 708,157 shares worth $134M. The position accounts for 0.05% of the portfolio, ranked #145.

Ken Fisher first reported a position in IEX in Q3 2022 and has held it in 15 quarters since. The position peaked at $141M in Q3 2024. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Ken Fisher held 708,157 shares of IDEX worth $134M as of Q1 2026.
  • Ken Fisher bought 52,570 IDEX shares in Q1 2026, an estimated $10.4M.
  • IDEX made up 0.05% of Ken Fisher's portfolio in Q1 2026, its #145 holding.
  • Ken Fisher first reported a position in IDEX in Q3 2022 and has held it in 15 quarters since.
  • Ken Fisher's IDEX position peaked at $141M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.