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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
Q2 		$778K Buy
3,430
+317
+10% +$67.1K 0.02% 583
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 $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 $3.38T AUM 44.17% 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

Laird Norton Wetherby Trust Company's IEX Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its IDEX (IEX) stake by 10% in Q2 2026, buying an estimated $67.1K and bringing the position to 3,430 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #583.

Laird Norton Wetherby Trust Company first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $906K in Q4 2025. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 3,430 shares of IDEX worth $778K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 317 IDEX shares in Q2 2026, an estimated $67.1K.
  • IDEX made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #583 holding.
  • Laird Norton Wetherby Trust Company first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's IDEX position peaked at $906K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.