LGT Group Foundation’s IDEX IEX Stock Holding History

LGT Group Foundation’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	–	Sell	-1,272	Closed	-$241K	–	295
2026 Q1	$241K	Buy	+1,272	New	+$251K	﹤0.01%	269
2023 Q4	–	Sell	-1,194	Closed	-$272K	–	259
2023 Q3	$272K	Buy	+1,194	New	+$259K	0.01%	236

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LGT Group Foundation's IEX Position: Q2 2026 in Review

LGT Group Foundation sold out of IDEX (IEX) in Q2 2026, closing a stake of 1,272 shares — an estimated $241K sold.

LGT Group Foundation first reported a position in IEX in Q3 2023 and held it in 2 quarters. The position peaked at $272K in Q3 2023. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

LGT Group Foundation reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
LGT Group Foundation sold 1,272 IDEX shares in Q2 2026, an estimated $241K.
LGT Group Foundation first reported a position in IDEX in Q3 2023 and held it in 2 quarters.
LGT Group Foundation's IDEX position peaked at $272K in Q3 2023.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.