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Laird Norton Wetherby Trust Company’s IDEX IEX Stock Holding History

Laird Norton Wetherby Trust 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
Q1 		$590K Sell
3,113
-1,979
-39% -$391K 0.01% 642
2025
Q4 		$906K Buy
+5,092
New +$870K 0.02% 528

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

Laird Norton Wetherby Trust Company's IEX Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its IDEX (IEX) stake by 39% in Q1 2026, selling an estimated $391K and leaving 3,113 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #642.

Laird Norton Wetherby Trust Company first reported a position in IEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $906K in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 3,113 shares of IDEX worth $590K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 1,979 IDEX shares in Q1 2026, an estimated $391K.
  • IDEX made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #642 holding.
  • Laird Norton Wetherby Trust Company first reported a position in IDEX in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's IDEX position peaked at $906K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.